Gupta Wealth Management’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
2016 Q1	$11K	Buy	286 +60	+27%	+$2.31K	﹤0.01%	840
2015 Q4	$9K	Hold	226	–	–	﹤0.01%	906
2015 Q3	$8K	Hold	226	–	–	﹤0.01%	947
2015 Q2	$9K	Buy	226 +26	+13%	+$1.04K	﹤0.01%	912
2015 Q1	$8K	Buy	+200	New	+$8K	﹤0.01%	800