KWM
DATA

Kingsview Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Kingsview Wealth Management’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,798
Closed -$299K – 451
2019
Q2 		$299K Sell
1,798
-2,786
-61% -$463K 0.05% 323
2019
Q1 		$583K Buy
+4,584
New +$583K 0.09% 241