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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-520	Closed	-$45K	–	156
2022 Q1	$45K	Hold	520	–	–	0.04%	209
2021 Q4	$48K	Buy	+520	New	+$48K	0.04%	194