WWA
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WCG Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

WCG Wealth Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,074
Closed -$742K – 183
2022
Q3 		$742K Sell
11,074
-1,638
-13% -$110K 0.1% 151
2022
Q2 		$914K Buy
+12,712
New +$914K 0.13% 128