Kingsview Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,847
| Closed | -$291K | – | 1106 |
|
|
2024
Q2 | $291K | Sell |
5,847
-4,048
| -41% | -$201K | 0.01% | 849 |
|
|
2024
Q1 | $493K | Sell |
9,895
-30,455
| -75% | -$1.52M | 0.01% | 667 |
|
|
2023
Q4 | $2.01M | Sell |
40,350
-2,731
| -6% | -$136K | 0.06% | 277 |
|
|
2023
Q3 | $2.15M | Buy |
43,081
+30,933
| +255% | +$1.54M | 0.08% | 267 |
|
|
2023
Q2 | $608K | Buy |
+12,148
| New | +$608K | 0.02% | 544 |
|