Freestone Capital Holdings’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
2022
Q3
Sell
-46,788
Closed -$3.36M 394
2022
Q2
$3.36M Hold
46,788
0.13% 109
2022
Q1
$4.05M Hold
46,788
0.16% 127
2021
Q4
$4.35M Buy
+46,788
New +$4.35M 0.18% 117