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Marcum Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Marcum Wealth’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,140
Closed -$480K – 122
2020
Q2 		$480K Buy
+8,140
New +$480K 0.15% 54