Kingsview Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Sell	11,357 -643	-5%	-$14K	﹤0.01%	1023
2025 Q1	$228K	Buy	12,000 +222	+2%	+$4.22K	﹤0.01%	990
2024 Q4	$238K	Buy	11,778 +717	+6%	+$14.5K	﹤0.01%	990
2024 Q3	$238K	Buy	+11,061	New	+$238K	0.01%	963