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Phoenix Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Phoenix Wealth Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-600
Closed -$50K – 180
2021
Q3 		$50K Hold
600
– – 0.04% 191
2021
Q2 		$50K Hold
600
– – 0.04% 189
2021
Q1 		$46K Hold
600
– – 0.04% 194
2020
Q4 		$43K Buy
+600
New +$43K 0.03% 199