CDIA
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Capital Directions Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital Directions Investment Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-144
Closed -$6K – 109
2017
Q1 		$6K Hold
144
– – ﹤0.01% 79
2016
Q4 		$6K Hold
144
– – ﹤0.01% 72
2016
Q3 		$6K Hold
144
– – ﹤0.01% 70
2016
Q2 		$6K Buy
+144
New +$6K ﹤0.01% 70