KWM
Kingsview Wealth Management’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,737
| Closed | -$1.01M | – | 862 |
|
|
2021
Q4 | $1.01M | Sell |
7,737
-1,400
| -15% | -$183K | 0.04% | 398 |
|
|
2021
Q3 | $1.13M | Buy |
+9,137
| New | +$1.13M | 0.05% | 332 |
|
|
2020
Q1 | – | Sell |
-2,004
| Closed | -$240K | – | 472 |
|
|
2019
Q4 | $240K | Hold |
2,004
| – | – | 0.03% | 410 |
|
|
2019
Q3 | $230K | Sell |
2,004
-200
| -9% | -$23K | 0.04% | 385 |
|
|
2019
Q2 | $228K | Sell |
2,204
-500
| -18% | -$51.7K | 0.04% | 368 |
|
|
2019
Q1 | $258K | Sell |
2,704
-548
| -17% | -$52.3K | 0.04% | 386 |
|
|
2018
Q4 | $318K | Hold |
3,252
| – | – | 0.07% | 277 |
|
|
2018
Q3 | $312K | Sell |
3,252
-500
| -13% | -$48K | 0.06% | 284 |
|
|
2018
Q2 | $390K | Sell |
3,752
-449
| -11% | -$46.7K | 0.09% | 230 |
|
|
2018
Q1 | $479K | Sell |
4,201
-600
| -12% | -$68.4K | 0.12% | 204 |
|
|
2017
Q4 | $598K | Buy |
4,801
+151
| +3% | +$18.8K | 0.21% | 149 |
|
|
2017
Q3 | $500K | Hold |
4,650
| – | – | 0.22% | 139 |
|
|
2017
Q2 | $425K | Hold |
4,650
| – | – | 0.22% | 139 |
|
|
2017
Q1 | $377K | Buy |
+4,650
| New | +$377K | 0.22% | 137 |
|