KWMG
King Wealth Management Group’s Arrow Financial AROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,957
| Closed | -$257K | – | 155 |
|
|
2024
Q3 | $257K | Sell |
8,957
-706
| -7% | -$20.3K | 0.04% | 123 |
|
|
2024
Q2 | $252K | Sell |
9,663
-1,249
| -11% | -$32.6K | 0.04% | 123 |
|
|
2024
Q1 | $276K | Sell |
10,912
-352
| -3% | -$8.9K | 0.05% | 117 |
|
|
2023
Q4 | $315K | Sell |
11,264
-5,544
| -33% | -$155K | 0.06% | 106 |
|
|
2023
Q3 | $286K | Buy |
16,808
+2,793
| +20% | +$47.5K | 0.06% | 116 |
|
|
2023
Q2 | $282K | Buy |
14,015
+635
| +5% | +$12.8K | 0.06% | 123 |
|
|
2023
Q1 | $333K | Buy |
13,380
+500
| +4% | +$12.4K | 0.07% | 107 |
|
|
2022
Q4 | $437K | Sell |
12,880
-329
| -2% | -$11.2K | 0.1% | 87 |
|
|
2022
Q3 | $381K | Buy |
13,209
+381
| +3% | +$11K | 0.1% | 93 |
|
|
2022
Q2 | $408K | Buy |
12,828
+1,000
| +8% | +$31.8K | 0.1% | 92 |
|
|
2022
Q1 | $383K | Sell |
11,828
-100
| -0.8% | -$3.24K | 0.08% | 110 |
|
|
2021
Q4 | $420K | Buy |
11,928
+1,000
| +9% | +$35.2K | 0.08% | 110 |
|
|
2021
Q3 | $375K | Buy |
10,928
+314
| +3% | +$10.8K | 0.08% | 116 |
|
|
2021
Q2 | $382K | Buy |
10,614
+140
| +1% | +$5.04K | 0.08% | 117 |
|
|
2021
Q1 | $349K | Hold |
10,474
| – | – | 0.08% | 118 |
|
|
2020
Q4 | $313K | Hold |
10,474
| – | – | 0.07% | 124 |
|
|
2020
Q3 | $263K | Buy |
10,474
+1,505
| +17% | +$37.8K | 0.07% | 128 |
|
|
2020
Q2 | $267K | Hold |
8,969
| – | – | 0.08% | 121 |
|
|
2020
Q1 | $250K | Sell |
8,969
-1,030
| -10% | -$28.7K | 0.11% | 108 |
|
|
2019
Q4 | $378K | Sell |
9,999
-1,194
| -11% | -$45.1K | 0.1% | 93 |
|
|
2019
Q3 | $374K | Sell |
11,193
-77
| -0.7% | -$2.57K | 0.11% | 85 |
|
|
2019
Q2 | $391K | Sell |
11,270
-715
| -6% | -$24.8K | 0.12% | 84 |
|
|
2019
Q1 | $395K | Hold |
11,985
| – | – | 0.12% | 80 |
|
|
2018
Q4 | $384K | Buy |
+11,985
| New | +$384K | 0.14% | 76 |
|