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Filbrandt Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Filbrandt Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,450
Closed -$86K – 215
2020
Q2 		$86K Buy
+1,450
New +$86K 0.07% 79