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

Silversage Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,030
Closed -$251K – 17
2020
Q2 		$251K Sell
4,030
-2,580
-39% -$161K 0.26% 30
2020
Q1 		$322K Buy
6,610
+2,580
+64% +$126K 0.47% 23
2019
Q4 		$242K Buy
+4,030
New +$242K 0.26% 30