KWM
Kingsview Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,385
| Closed | -$259K | – | 1045 |
|
|
2024
Q1 | $259K | Sell |
11,385
-176
| -2% | -$4K | 0.01% | 873 |
|
|
2023
Q4 | $236K | Buy |
11,561
+1,124
| +11% | +$23K | 0.01% | 842 |
|
|
2023
Q3 | $163K | Sell |
10,437
-42
| -0.4% | -$656 | 0.01% | 899 |
|
|
2023
Q2 | $176K | Sell |
10,479
-40
| -0.4% | -$670 | 0.01% | 862 |
|
|
2023
Q1 | $193K | Buy |
+10,519
| New | +$193K | 0.01% | 829 |
|
|
2022
Q4 | – | Sell |
-15,159
| Closed | -$204K | – | 848 |
|
|
2022
Q3 | $204K | Buy |
15,159
+2,300
| +18% | +$31K | 0.01% | 756 |
|
|
2022
Q2 | $198K | Sell |
12,859
-371
| -3% | -$5.71K | 0.01% | 766 |
|
|
2022
Q1 | $426K | Buy |
13,230
+1,307
| +11% | +$42.1K | 0.02% | 610 |
|
|
2021
Q4 | $260K | Buy |
11,923
+1,825
| +18% | +$39.8K | 0.01% | 769 |
|
|
2021
Q3 | $200K | Buy |
+10,098
| New | +$200K | 0.01% | 804 |
|
|
2018
Q1 | – | Sell |
-6,740
| Closed | -$49K | – | 313 |
|
|
2017
Q4 | $49K | Sell |
6,740
-19,680
| -74% | -$143K | 0.02% | 306 |
|
|
2017
Q3 | $189K | Sell |
26,420
-10,425
| -28% | -$74.6K | 0.08% | 264 |
|
|
2017
Q2 | $255K | Buy |
36,845
+22,335
| +154% | +$155K | 0.13% | 206 |
|
|
2017
Q1 | $119K | Buy |
+14,510
| New | +$119K | 0.07% | 227 |
|