PWMG
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Private Wealth Management Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Private Wealth Management Group’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-75
Closed -$6.83K – 1523
2023
Q4 		$6.83K Buy
+75
New +$6.83K ﹤0.01% 514