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

DFPG Investments’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 Q4	$1.52M	Sell
2023 Q3	$1.47M	Buy
2023 Q2	$1.37M	Sell
2023 Q1	$1.27M	Buy