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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$11.3K	Hold	104	–	–	﹤0.01%	912
2024 Q2	$10.8K	Buy	104 +60	+136%	+$6.23K	﹤0.01%	871
2024 Q1	$4.44K	Buy	44 +20	+83%	+$2.02K	﹤0.01%	997
2023 Q4	$2.19K	Hold	24	–	–	﹤0.01%	1039
2023 Q3	$1.95K	Buy	+24	New	+$1.95K	﹤0.01%	1010