Clear Perspectives Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$595K	Buy
2022 Q4	$542K	Sell
2022 Q3	$511K	Hold
2022 Q2	$549K	Sell
2022 Q1	$1.32M	Buy
2021 Q4	$1.38M	Buy
2021 Q3	$1.08M	Buy
2021 Q2	$1.06M	Buy
2021 Q1	$890K	Hold
2020 Q4	$834K	Buy