Petix & Botte Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,050	Closed	-$2.02M	–	127
2024 Q1	$2.02M	Buy	+20,050	New	+$2.02M	0.5%	49