S.A. Mason LLC DSI Holdings History
S.A. Mason LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-06-30, S.A. Mason LLC held 4,651.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $540,260.00. This investment constitutes 0.26% of their stock portfolio, and S.A. Mason LLC now holds 0.01% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2019Q4. And since then S.A. Mason LLC has made 1 purchases of DSI, at an average price of $104.33, for a total of 4,851.00 shares. In addition, there have been 1 sales at an average price of $54.11 for 200.00 shares. Based on historical transaction data and DSI's current price of $119.13, S.A. Mason LLC's estimated gain on his DSI holdings is $58,779.70, reflecting a 11.61% gain to date.
S.A. Mason LLC DSI ($119.13) Holding Chart
S.A. Mason LLC DSI ($119.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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