Karn Couzens & Associates’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
2022
Q1
$285K Sell
3,285
-184
-5% -$16K 0.18% 73
2021
Q4
$322K Hold
3,469
0.22% 60
2021
Q3
$289K Buy
3,469
+134
+4% +$11.2K 0.22% 63
2021
Q2
$276K Buy
3,335
+682
+26% +$56.4K 0.21% 62
2021
Q1
$203K Buy
+2,653
New +$203K 0.18% 64