BDO Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BDO Wealth Advisors’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 Q2	$12.3K	Hold
2023 Q1	$11.4K	Sell
2022 Q4	$90.5K	Hold
2022 Q3	$84K	Hold
2022 Q2	$91K	Hold
2022 Q1	$109K	Sell
2021 Q4	$136K	Hold
2021 Q3	$122K	Hold
2021 Q2	$121K	Hold
2021 Q1	$112K	Buy