Freedman Financial Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell
2022 Q1	$30K	Buy
2021 Q4	$25K	Hold
2021 Q3	$22K	Hold
2021 Q2	$22K	Buy
2021 Q1	$9K	Hold
2020 Q4	$9K	Buy