Widmann Financial Services’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
2024 Q3	–	Sell	-1,330	Closed	-$138K	–	111
2024 Q2	$138K	Buy	+1,330	New	+$138K	0.11%	114