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McGlone Suttner Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-266
Closed -$24.2K – 334
2023
Q4 		$24.2K Buy
+266
New +$24.2K ﹤0.01% 395