KWM
Kingsview Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,655
| Closed | -$216K | – | 1177 |
|
|
2025
Q1 | $216K | Buy |
2,655
+141
| +6% | +$11.5K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $226K | Buy |
+2,514
| New | +$226K | ﹤0.01% | 1007 |
|
|
2023
Q3 | – | Sell |
-3,953
| Closed | -$202K | – | 950 |
|
|
2023
Q2 | $202K | Sell |
3,953
-12,498
| -76% | -$639K | 0.01% | 859 |
|
|
2023
Q1 | $959K | Buy |
+16,451
| New | +$959K | 0.04% | 418 |
|
|
2022
Q1 | – | Sell |
-1,572
| Closed | -$239K | – | 878 |
|
|
2021
Q4 | $239K | Buy |
1,572
+361
| +30% | +$54.9K | 0.01% | 799 |
|
|
2021
Q3 | $312K | Buy |
1,211
+252
| +26% | +$64.9K | 0.01% | 671 |
|
|
2021
Q2 | $267K | Sell |
959
-1,094
| -53% | -$305K | 0.01% | 732 |
|
|
2021
Q1 | $424K | Buy |
2,053
+724
| +54% | +$150K | 0.02% | 544 |
|
|
2020
Q4 | $295K | Buy |
1,329
+306
| +30% | +$67.9K | 0.02% | 556 |
|
|
2020
Q3 | $220K | Buy |
+1,023
| New | +$220K | 0.02% | 552 |
|