DWM
Diversify Wealth Management’s Kinsale Capital Group KNSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $769K | Buy |
1,757
+393
| +29% | +$172K | 0.05% | 310 |
|
2025
Q1 | $593K | Buy |
1,364
+316
| +30% | +$137K | 0.04% | 323 |
|
2024
Q4 | $436K | Buy |
1,048
+346
| +49% | +$144K | 0.03% | 370 |
|
2024
Q3 | $322K | Buy |
702
+117
| +20% | +$53.7K | 0.03% | 383 |
|
2024
Q2 | $261K | Buy |
+585
| New | +$261K | 0.03% | 378 |
|