Kingsview Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,082	Closed	-$223K	–	1016
2023 Q4	$223K	Sell	1,082 -157	-13%	-$32.3K	0.01%	866
2023 Q3	$222K	Sell	1,239 -57	-4%	-$10.2K	0.01%	848
2023 Q2	$215K	Buy	+1,296	New	+$215K	0.01%	837