Tarbox Family Office’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
2017
Q1
Sell
-2,408
Closed -$99K 593
2016
Q4
$99K Hold
2,408
0.06% 76
2016
Q3
$97K Buy
+2,408
New +$97K 0.06% 74