Simplicity Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-28,472
Closed -$1.71M 752
2019
Q4
$1.71M Buy
28,472
+76
+0.3% +$4.56K 0.05% 268
2019
Q3
$1.58M Buy
+28,396
New +$1.58M 0.06% 217