GYL Financial Synergies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

GYL Financial Synergies’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$350K	Hold
2024 Q2	$334K	Buy
2024 Q1	$314K	Hold
2023 Q4	$283K	Hold
2023 Q3	$253K	Hold
2023 Q2	$262K	Hold
2023 Q1	$243K	Hold
2022 Q4	$223K	Buy