ECA
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Elevated Capital Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Elevated Capital 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
2024
Q1 		– Sell
-2,947
Closed -$268K – 179
2023
Q4 		$268K Buy
+2,947
New +$268K 0.08% 163