Baystate Wealth Management LLC: DSI [Rocket]

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Baystate Wealth Management LLC > DSI

Date	Name	Ticker	Shares	Change	Value	Change	Price
06/30/2023	iShares MSCI KLD 400 Social ETF	DSI	0	-69,615	0	-4,998,000
12/31/2022	iShares MSCI KLD 400 Social ETF	DSI	69,615	6,206	4,998,000	751,000	$71.79
09/30/2022	iShares MSCI KLD 400 Social ETF	DSI	63,409	1,709	4,247,000	-189,000	$66.98
06/30/2022	iShares MSCI KLD 400 Social ETF	DSI	61,700	4,456	4,436,000	-327,000	$71.90
09/30/2021	iShares MSCI KLD 400 Social ETF	DSI	57,244	-30,187	4,763,000	-2,479,000	$83.21
06/30/2021	iShares MSCI KLD 400 Social ETF	DSI	87,431	-18,856	7,242,000	-874,000	$82.83
03/31/2021	iShares MSCI KLD 400 Social ETF	DSI	106,287	10,127	8,116,000	1,237,000	$76.36
12/31/2020	iShares MSCI KLD 400 Social ETF	DSI	96,160	58,419	6,879,000	2,050,000	$71.54
09/30/2020	iShares MSCI KLD 400 Social ETF	DSI	37,741	3,334	4,829,000	768,000	$127.95
06/30/2020	iShares MSCI KLD 400 Social ETF	DSI	34,407	434	4,061,000	752,000	$118.03
03/31/2020	iShares MSCI KLD 400 Social ETF	DSI	33,973	7,657	3,309,000	390,000	$97.40
09/30/2019	iShares MSCI KLD 400 Social ETF	DSI	26,316	5,721	2,919,000	649,000	$110.92
06/30/2019	iShares MSCI KLD 400 Social ETF	DSI	20,595	1,544	2,270,000	186,000	$110.22
03/31/2019	iShares MSCI KLD 400 Social ETF	DSI	19,051	9,922	2,084,000	1,177,000	$109.39
12/31/2018	iShares MSCI KLD 400 Social ETF	DSI	9,129	1,269	907,000	112,000	$99.35
09/30/2018	iShares MSCI KLD 400 Social ETF	DSI	7,860	580	795,000	43,000	$101.15
06/30/2018	iShares MSCI KLD 400 Social ETF	DSI	7,280	608	752,000	91,000	$103.30
03/31/2018	iShares MSCI KLD 400 Social ETF	DSI	6,672	6,672	661,000	661,000	$99.07
12/31/2017	iShares MSCI KLD 400 Social ETF	DSI	0	-5,054	0	-475,000
09/30/2017	iShares MSCI KLD 400 Social ETF	DSI	5,054	359	475,000	48,000	$93.98
06/30/2017	iShares MSCI KLD 400 Social ETF	DSI	4,695	4,695	427,000	427,000	$90.95
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