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Axiom Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Axiom Advisory’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$1.14M Buy
10,881
+185
+2% +$19.4K 0.01% 150
2024
Q2 		$1.07M Buy
+10,696
New +$1.07M 0.01% 146