Kingsview Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-70,268	Closed	-$3.59M	–	1157
2024 Q2	$3.59M	Buy	70,268 +2,026	+3%	+$104K	0.08%	224
2024 Q1	$3.37M	Buy	68,242 +32,106	+89%	+$1.58M	0.08%	226
2023 Q4	$1.6M	Buy	+36,136	New	+$1.6M	0.05%	332