Paradigm Strategies in Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-708
Closed -$59K 93
2021
Q2
$59K Hold
708
0.05% 92
2021
Q1
$54K Buy
+708
New +$54K 0.05% 92