Stordahl Capital 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
2018
Q4
Sell
-5,432
Closed -$272K 43
2018
Q3
$272K Sell
5,432
-460
-8% -$23K 0.12% 36
2018
Q2
$297K Buy
5,892
+110
+2% +$5.55K 0.13% 33
2018
Q1
$283K Buy
+5,782
New +$283K 0.13% 33