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Edge Capital Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Edge Capital Group’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,344
Closed -$407K – 234
2019
Q3 		$407K Hold
7,344
– – 0.04% 181
2019
Q2 		$402K Hold
7,344
– – 0.04% 194
2019
Q1 		$387K Hold
7,344
– – 0.04% 192
2018
Q4 		$341K Buy
+7,344
New +$341K 0.04% 188