Karn Couzens & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$285K Sell
2021
Q4
$322K Hold
2021
Q3
$289K Buy
2021
Q2
$276K Buy
2021
Q1
$203K Buy