Bourgeon Capital Management’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
2024 Q1	–	Sell	-625	Closed	-$56.9K	–	173
2023 Q4	$56.9K	Buy	625 +60	+11%	+$5.46K	0.01%	146
2023 Q3	$46K	Buy	565 +95	+20%	+$7.73K	0.01%	145
2023 Q2	$39.6K	Buy	+470	New	+$39.6K	0.01%	165