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Maiden Cove Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Maiden Cove Capital’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$538K Sell
4,880
-837
-15% -$92.3K 0.82% 32
2024
Q3 		$622K Buy
5,717
+941
+20% +$102K 0.97% 30
2024
Q2 		$481K Buy
+4,776
New +$481K 1.05% 26