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Prentice Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Prentice Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,470
Closed -$122K – 154
2021
Q3 		$122K Hold
1,470
– – 0.06% 126
2021
Q2 		$122K Buy
+1,470
New +$122K 0.06% 129
2021
Q1 		– Hold
0
– – – 335