PSI Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-217	Closed	-$23.8K	–	790
2024 Q4	$23.8K	Buy	217 +1	+0.5%	+$112	0.01%	395
2024 Q3	$23.5K	Hold	216	–	–	0.01%	397
2024 Q2	$22.4K	Buy	216 +1	+0.5%	+$100	0.01%	384
2024 Q1	$21.7K	Sell	215 -98	-31%	-$9.37K	0.01%	386
2023 Q4	$28.5K	Buy	313 +21	+7%	+$1.78K	0.01%	350
2023 Q3	$23.8K	Buy	292 +40	+16%	+$3.39K	0.01%	357
2023 Q2	$21.2K	Hold	252	–	–	0.01%	382
2023 Q1	$19.7K	Hold	252	–	–	0.01%	338
2022 Q4	$18.1K	Hold	252	–	–	0.01%	332
2022 Q3	$17K	Buy	252 +1	+0.4%	+$75	0.01%	346
2022 Q2	$18K	Sell	251 -5	-2%	-$389	0.01%	364
2022 Q1	$22K	Buy	256 +5	+2%	+$429	0.01%	355
2021 Q4	$23K	Hold	251	–	–	0.01%	376
2021 Q3	$21K	Buy	+251	New	+$21.5K	0.01%	379
2020 Q1	–	Sell	-248	Closed	-$15K	–	231
2019 Q4	$15K	Buy	+248	New	+$14.2K	0.01%	413