KWM
Kingsview Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,113
| Closed | -$309K | – | 1093 |
|
|
2024
Q4 | $309K | Sell |
7,113
-5,963
| -46% | -$259K | 0.01% | 895 |
|
|
2024
Q3 | $590K | Sell |
13,076
-283
| -2% | -$12.8K | 0.01% | 660 |
|
|
2024
Q2 | $575K | Sell |
13,359
-336
| -2% | -$14.5K | 0.01% | 646 |
|
|
2024
Q1 | $586K | Sell |
13,695
-5,819
| -30% | -$249K | 0.01% | 626 |
|
|
2023
Q4 | $810K | Buy |
19,514
+1,373
| +8% | +$57K | 0.02% | 522 |
|
|
2023
Q3 | $706K | Buy |
18,141
+887
| +5% | +$34.5K | 0.03% | 528 |
|
|
2023
Q2 | $697K | Buy |
17,254
+162
| +0.9% | +$6.55K | 0.03% | 507 |
|
|
2023
Q1 | $681K | Buy |
17,092
+11,700
| +217% | +$466K | 0.03% | 496 |
|
|
2022
Q4 | $205K | Sell |
5,392
-704
| -12% | -$26.8K | 0.01% | 785 |
|
|
2022
Q3 | $223K | Sell |
6,096
-143
| -2% | -$5.23K | 0.01% | 725 |
|
|
2022
Q2 | $243K | Buy |
6,239
+69
| +1% | +$2.69K | 0.01% | 711 |
|
|
2022
Q1 | $265K | Buy |
6,170
+254
| +4% | +$10.9K | 0.01% | 732 |
|
|
2021
Q4 | $269K | Sell |
5,916
-32
| -0.5% | -$1.46K | 0.01% | 760 |
|
|
2021
Q3 | $266K | Sell |
5,948
-99
| -2% | -$4.43K | 0.01% | 712 |
|
|
2021
Q2 | $273K | Buy |
6,047
+494
| +9% | +$22.3K | 0.01% | 724 |
|
|
2021
Q1 | $243K | Sell |
5,553
-2,629
| -32% | -$115K | 0.01% | 704 |
|
|
2020
Q4 | $353K | Buy |
+8,182
| New | +$353K | 0.03% | 518 |
|