KWM
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Kingsview Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Kingsview Wealth Management’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,800
Closed -$328K – 1020
2023
Q4 		$328K Hold
11,800
– – 0.01% 734
2023
Q3 		$350K Hold
11,800
– – 0.01% 710
2023
Q2 		$347K Hold
11,800
– – 0.01% 697
2023
Q1 		$362K Hold
11,800
– – 0.02% 661
2022
Q4 		$347K Buy
11,800
+1,900
+19% +$56.7K 0.02% 613
2022
Q3 		$295K Sell
9,900
-750
-7% -$22.6K 0.01% 647
2022
Q2 		$330K Buy
+10,650
New +$357K 0.02% 634

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