Transform Wealth’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	-4,138	Closed	-$265K	–	205
2020 Q3	$265K	Sell	4,138 -1,068	-21%	-$68.4K	0.04%	188
2020 Q2	$307K	Buy	+5,206	New	+$307K	0.05%	179
2020 Q1	–	Sell	-5,290	Closed	-$318K	–	217
2019 Q4	$318K	Buy	+5,290	New	+$318K	0.05%	184