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Adalta Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Adalta Capital Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,780
Closed -$467K – 68
2019
Q4 		$467K Hold
7,780
– – 0.29% 48
2019
Q3 		$431K Hold
7,780
– – 0.29% 51
2019
Q2 		$425K Buy
+7,780
New +$425K 0.28% 57