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Opes Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Opes Wealth 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
2023
Q3 		– Sell
-7,344
Closed -$618K – 123
2023
Q2 		$618K Buy
+7,344
New +$618K 0.18% 69