Win Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Win Advisors’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$2.76M	Buy
2023 Q1	–	Sell
2022 Q4	$65K	Hold
2022 Q3	$61K	Hold
2022 Q2	$66K	Sell
2022 Q1	$22.1M	Buy
2021 Q4	$23.6M	Buy