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

Carolina Wealth 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
2023
Q3 		– Sell
-1,406
Closed -$118K – 274
2023
Q2 		$118K Buy
+1,406
New +$118K 0.07% 70