Ulrich Consultants & Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ulrich Consultants & Investment Group’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.09M	Hold
2023 Q1	$1.93M	Hold
2022 Q4	$1.78M	Hold
2022 Q3	$1.66M	Hold
2022 Q2	$1.78M	Buy