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Coppell Advisory Solutions Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-606
Closed -$43.5K – 435
2022
Q4 		$43.5K Buy
+606
New +$43.5K 0.01% 368