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Sonoma Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sonoma Private Wealth’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,180
Closed -$381K – 91
2023
Q4 		$381K Buy
+4,180
New +$381K 0.63% 53