National Planning Corporation’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

National Planning Corporation’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell
2017 Q2	$244K	Buy
2017 Q1	$200K	Buy
2016 Q3	–	Sell
2016 Q2	$350K	Buy
2016 Q1	$333K	Sell
2015 Q4	$475K	Buy
2015 Q1	–	Sell
2014 Q4	$213K	Buy