NFSG
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Newbridge Financial Services Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Newbridge Financial Services Group’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34
Closed -$2.68K – 1377
2023
Q1 		$2.68K Hold
34
– – ﹤0.01% 1155
2022
Q4 		$2.46K Hold
34
– – ﹤0.01% 1186
2022
Q3 		$2K Hold
34
– – ﹤0.01% 1188
2022
Q2 		$2K Hold
34
– – ﹤0.01% 1171
2022
Q1 		$3K Sell
34
-113
-77% -$9.69K ﹤0.01% 1193
2021
Q4 		$14K Hold
147
– – 0.01% 830
2021
Q3 		$12K Hold
147
– – 0.01% 819
2021
Q2 		$12K Hold
147
– – 0.01% 930
2021
Q1 		$11K Buy
147
+113
+332% +$8.37K 0.01% 865
2020
Q4 		$2K Hold
34
– – ﹤0.01% 953
2020
Q3 		$2K Buy
+34
New +$2.15K ﹤0.01% 912

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