New England Professional Planning Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,488	Closed	-$350K	–	45
2020 Q1	$350K	Hold	6,488	–	–	0.32%	24
2019 Q4	$389K	Buy	+6,488	New	+$389K	0.31%	28
2018 Q3	$346K	Buy	+6,488	New	+$346K	0.4%	28