Cascadia Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$421K	Sell
2021 Q2	$466K	Buy
2021 Q1	$418K	Buy
2020 Q3	$331K	Hold
2020 Q2	$305K	Buy