Confluence Wealth Services’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
2022 Q1	–	Sell	-568	Closed	-$52K	–	459
2021 Q4	$52K	Buy	+568	New	+$52K	0.02%	464