Halpern Financial’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
2024 Q1	–	Sell	-160	Closed	-$14.3K	–	222
2023 Q4	$14.3K	Sell	160 -60	-27%	-$5.37K	﹤0.01%	167
2023 Q3	$17.9K	Buy	+220	New	+$17.9K	0.01%	131