OAM
DSI icon

Occidental Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Occidental Asset 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
2019
Q2 		– Sell
-4,804
Closed -$253K – 146
2019
Q1 		$253K Hold
4,804
– – 0.12% 127
2018
Q4 		$223K Hold
4,804
– – 0.13% 122
2018
Q3 		$257K Buy
+4,804
New +$257K 0.13% 140