TWA
DSI icon

Talisman Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Talisman Wealth Advisors’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
Q4 		– Sell
-2,151
Closed -$234K – 105
2024
Q3 		$234K Buy
2,151
+186
+9% +$20.2K 0.25% 97
2024
Q2 		$204K Buy
+1,965
New +$204K 0.24% 95