Partnervest Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Partnervest Advisory Services’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$594K	Buy
2020 Q2	$509K	Sell
2020 Q1	$462K	Buy
2019 Q4	$215K	Sell
2019 Q3	$539K	Buy
2014 Q3	–	Sell
2014 Q2	$7K	Buy
2014 Q1	$4K	Sell
2013 Q4	$9K	Buy