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Global Assets Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Global Assets Advisory’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
Q2 		– Sell
-32,243
Closed -$320K – 179
2024
Q1 		$320K Buy
+32,243
New +$320K 0.01% 395