Appleton Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Appleton Group’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$286K	Hold
2023 Q2	$296K	Sell
2023 Q1	$283K	Sell
2022 Q4	$303K	Buy
2022 Q1	–	Sell
2021 Q4	$421K	Sell
2021 Q3	$435K	Buy
2021 Q2	$409K	Sell
2021 Q1	$399K	Buy
2020 Q4	$289K	Buy
2020 Q3	$220K	Buy