True Link Financial Advisors’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
2021
Q1
Sell
-5,900
Closed -$422K 694
2020
Q4
$422K Buy
+5,900
New +$422K 0.07% 119