Capital Advantage, Inc. Ishares Msci Kld 400 Social Et Transaction History

Capital Advantage, Inc.

  • $664 Million
  • Q4 2025

A detailed history of Capital Advantage, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Capital Advantage, Inc. holds 1,861 shares of DSI stock, worth $235,956. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,861
Previous 2,184 14.79%
Holding current value
$235,956
Previous $275,000 14.55%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$123.63 - $130.75 $39,932 - $42,232
-323 Reduced 14.79%
1,861 $235,000
Q3 2025

Oct 22, 2025
BUY
$115.96 - $125.95 $11,943 - $12,972
103 Added 4.95%
2,184 $275,000
Q2 2025

Jul 11, 2025
SELL
$91.62 - $116.16 $113,608 - $144,038
-1,240 Reduced 37.34%
2,081 $241,000
Q4 2024

Feb 14, 2025
BUY
$107.41 - $115.71 $356,708 - $384,272
3,321 New
3,321 $366,000

Others Institutions Holding DSI

# of Institutions
645
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Capital Advantage, Inc. Portfolio

Follow Capital Advantage, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email