SFS
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Sowell Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sowell Financial Services’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,743
Closed -$462K – 1093
2021
Q1 		$462K Buy
5,743
+1,140
+25% +$84.4K 0.02% 678
2020
Q4 		$329K Sell
4,603
-99
-2% -$6.71K 0.01% 662
2020
Q3 		$301K Hold
4,702
– – 0.02% 614
2020
Q2 		$277K Buy
4,702
+870
+23% +$48.4K 0.02% 624
2020
Q1 		$187K Sell
3,832
-198
-5% -$11.4K 0.01% 665
2019
Q4 		$242K Buy
4,030
+6
+0.1% +$345 0.02% 653
2019
Q3 		$223K Buy
+4,024
New +$222K 0.02% 604

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