KWMG
TEAM icon

King Wealth Management Group’s Atlassian TEAM Stock Holding History

King Wealth Management Group’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,365
Closed -$818K – 165
2022
Q2 		$818K Sell
4,365
-942
-18% -$201K 0.2% 63
2022
Q1 		$1.56M Sell
5,307
-177
-3% -$52.9K 0.31% 49
2021
Q4 		$2.09M Sell
5,484
-15
-0.3% -$6.03K 0.39% 39
2021
Q3 		$2.15M Sell
5,499
-131
-2% -$43.7K 0.44% 39
2021
Q2 		$1.45M Sell
5,630
-372
-6% -$87.1K 0.3% 53
2021
Q1 		$1.26M Sell
6,002
-43
-0.7% -$10K 0.28% 56
2020
Q4 		$1.41M Sell
6,045
-211
-3% -$44.6K 0.33% 50
2020
Q3 		$1.14M Buy
6,256
+2,944
+89% +$525K 0.3% 48
2020
Q2 		$597K Buy
+3,312
New +$550K 0.18% 75

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BlackRock
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ClearBridge Investments
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