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

TritonPoint Wealth’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Hold
2,090
– – 0.02% 313
2025
Q1 		$214K Hold
2,090
– – 0.02% 331
2024
Q4 		$230K Hold
2,090
– – 0.02% 309
2024
Q3 		$227K Buy
+2,090
New +$227K 0.02% 309