CFM Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-360	Closed	-$21K	–	243
2020 Q2	$21K	Hold	360	–	–	0.01%	355
2020 Q1	$18K	Hold	360	–	–	0.01%	379
2019 Q4	$22K	Buy	+360	New	+$22K	0.01%	348