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Mariner Wealth Advisors (Madison)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		$821K Sell
26,070
-688
-3% -$21.7K 0.33% 30
2013
Q2 		$807K Buy
+26,758
New +$807K 0.36% 27