PFS
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Prospera Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Prospera Financial Services’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,421
Closed -$446K – 1149
2024
Q1 		$446K Hold
4,421
– – 0.01% 741
2023
Q4 		$403K Sell
4,421
-35
-0.8% -$2.97K 0.01% 726
2023
Q3 		$363K Hold
4,456
– – 0.01% 730
2023
Q2 		$375K Hold
4,456
– – 0.01% 701
2023
Q1 		$348K Buy
4,456
+1,538
+53% +$116K 0.01% 732
2022
Q4 		$209K Sell
2,918
-1,675
-36% -$120K 0.01% 830
2022
Q3 		$308K Buy
+4,593
New +$345K 0.02% 645
2022
Q2 		– Sell
-1,675
Closed -$145K – 1855
2022
Q1 		$145K Buy
+1,675
New +$144K 0.01% 984

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