CFA
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CT Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CT Financial Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		$28.3K Hold
652
– – 0.02% 322
2016
Q4 		$26.9K Hold
652
– – 0.02% 323
2016
Q3 		$26.2K Hold
652
– – 0.02% 327
2016
Q2 		$25.2K Hold
652
– – 0.02% 328
2016
Q1 		$25K Buy
+652
New +$25K 0.01% 350