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

Rowland Carmichael Advisors’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$14K	Buy
2020 Q3	$6K	Sell
2020 Q2	$20K	Sell
2020 Q1	$20K	Sell
2019 Q4	$30K	Buy
2019 Q3	$26K	Buy
2019 Q2	$5K	Hold
2019 Q1	$5K	Hold
2018 Q4	$5K	Buy