Kingsview Wealth Management’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
2022 Q2	–	Sell	-10,811	Closed	-$936K	–	832
2022 Q1	$936K	Buy	+10,811	New	+$936K	0.04%	416
2021 Q2	–	Sell	-9,188	Closed	-$711K	–	876
2021 Q1	$711K	Buy	+9,188	New	+$711K	0.04%	427