KWM
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Kingsview Wealth Management’s Carriage Services CSV Stock Holding History

Kingsview Wealth Management’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-65,526
Closed -$2.15M – 1124
2024
Q3 		$2.15M Buy
+65,526
New +$2.15M 0.05% 360