Pinnacle Summer Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	–	Sell
2015 Q3	$22K	Buy
2015 Q2	–	Sell
2015 Q1	$24K	Sell
2014 Q4	$62K	Buy
2014 Q3	$51K	Hold
2014 Q2	$51K	Hold
2014 Q1	$49K	Hold
2013 Q4	$48K	Hold
2013 Q3	$44K	Hold
2013 Q2	$42K	Buy