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

Burt Wealth Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,500
Closed -$107K – 162
2020
Q4 		$107K Buy
1,500
+750
+100% +$53.5K 0.04% 127
2020
Q3 		$96K Buy
+750
New +$96K 0.04% 127