Summit X LLC’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
2020
Q4
Sell
-1,650
Closed -$512 296
2020
Q3
$512 Buy
+1,650
New +$512 0.01% 309