Lehman & Derafelo Financial Resources’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 Q3	–	Sell	-55	Closed	-$4K	–	200
2022 Q2	$4K	Buy	+55	New	+$4K	﹤0.01%	192