HHM Wealth Advisors’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
2021 Q1	–	Sell	-374	Closed	-$27K	–	587
2020 Q4	$27K	Hold	374	–	–	0.01%	323
2020 Q3	$24K	Buy	374 +20	+6%	+$1.28K	0.01%	298
2020 Q2	$21K	Buy	354 +42	+13%	+$2.49K	0.01%	299
2020 Q1	$15K	Buy	+312	New	+$15K	0.01%	323