Inscription Capital’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
Q3
Sell
-8,427
Closed -$698K 255
2021
Q2
$698K Buy
+8,427
New +$698K 0.08% 166
2019
Q2
Sell
-644
Closed -$34K 137
2019
Q1
$34K Hold
644
0.02% 201
2018
Q4
$30K Buy
+644
New +$30K 0.02% 218