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DFPG Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

DFPG Investments’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
Q4 		$1.52M Sell
16,975
-825
-5% -$73.8K 0.12% 172
2023
Q3 		$1.47M Buy
17,800
+2,092
+13% +$172K 0.14% 159
2023
Q2 		$1.37M Sell
15,708
-592
-4% -$51.5K 0.12% 171
2023
Q1 		$1.27M Buy
+16,300
New +$1.27M 0.14% 160