Brewin Dolphin Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Brewin Dolphin Wealth Management’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
2022 Q2	$160K	Hold
2022 Q1	$192K	Hold
2021 Q4	$206K	Buy
2021 Q3	$67.8K	Buy
2021 Q2	$39.8K	Hold
2021 Q1	$36.7K	Hold
2020 Q4	$34.3K	Hold
2020 Q3	$30.7K	Hold
2020 Q2	$28.3K	Buy