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

Catamount Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		$30K Hold
568
– – 0.02% 102
2018
Q4 		$29K Hold
568
– – 0.02% 86
2018
Q3 		$30K Hold
568
– – 0.01% 105
2018
Q2 		$30K Hold
568
– – 0.01% 99
2018
Q1 		$28K Hold
568
– – 0.01% 101
2017
Q4 		$28K Buy
+568
New +$28K 0.02% 103