Stockman Wealth Management’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
Q1
Sell
-2,522
Closed -$234K 202
2021
Q4
$234K Buy
+2,522
New +$234K 0.05% 188