Kingsview Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-21,625
| Closed | -$191K | – | 853 |
|
2021
Q2 | $191K | Sell |
21,625
-833
| -4% | -$7.36K | 0.01% | 829 |
|
2021
Q1 | $190K | Sell |
22,458
-3,895
| -15% | -$33K | 0.01% | 777 |
|
2020
Q4 | $215K | Sell |
26,353
-41,449
| -61% | -$338K | 0.02% | 628 |
|
2020
Q3 | $495K | Buy |
67,802
+5,976
| +10% | +$43.6K | 0.04% | 364 |
|
2020
Q2 | $434K | Buy |
+61,826
| New | +$434K | 0.04% | 356 |
|