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Momentum Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Momentum Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$423K Hold
5,894
– – 0.43% 44
2022
Q3 		$395K Hold
5,894
– – 0.44% 44
2022
Q2 		$424K Buy
+5,894
New +$424K 0.48% 36