Kelman-Lazarov Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kelman-Lazarov Inc’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
2022 Q2	–	Sell
2022 Q1	$546K	Buy
2021 Q4	$564K	Sell
2021 Q3	$507K	Buy
2021 Q2	$425K	Buy