Highwater Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Highwater Wealth Management’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
2019 Q3	$451K	Sell
2019 Q2	$456K	Sell
2019 Q1	$466K	Buy
2018 Q4	$405K	Buy
2018 Q1	–	Sell
2017 Q4	$242K	Buy
2017 Q3	$214K	Buy