Avantax Planning Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,280	Closed	-$68K	–	507
2018 Q3	$68K	Buy	+1,280	New	+$68K	0.01%	421