Plante Moran Financial Advisors’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
2023 Q2	–	Sell	-618	Closed	-$48.2K	–	819
2023 Q1	$48.2K	Hold	618	–	–	0.01%	297
2022 Q4	$44.4K	Buy	618 +468	+312%	+$33.6K	0.01%	326
2022 Q3	$10K	Buy	+150	New	+$10K	﹤0.01%	578