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Rollins Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Rollins Financial’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$549K Hold
6,035
– – 0.11% 62
2023
Q3 		$491K Buy
6,035
+575
+11% +$46.8K 0.12% 67
2023
Q2 		$460K Buy
5,460
+1,080
+25% +$90.9K 0.13% 66
2023
Q1 		$342K Buy
+4,380
New +$342K 0.11% 79