KWM
Kingsview Wealth Management’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,117
| Closed | -$1.73M | – | 863 |
|
|
2022
Q3 | $1.73M | Buy |
+12,117
| New | +$1.73M | 0.08% | 247 |
|
|
2022
Q1 | – | Sell |
-45,103
| Closed | -$382K | – | 894 |
|
|
2021
Q4 | $382K | Buy |
+45,103
| New | +$382K | 0.02% | 641 |
|
|
2021
Q2 | – | Sell |
-82,291
| Closed | -$725K | – | 887 |
|
|
2021
Q1 | $725K | Buy |
82,291
+49,352
| +150% | +$435K | 0.04% | 421 |
|
|
2020
Q4 | $320K | Sell |
32,939
-12,622
| -28% | -$123K | 0.02% | 537 |
|
|
2020
Q3 | $448K | Sell |
45,561
-39,384
| -46% | -$387K | 0.04% | 387 |
|
|
2020
Q2 | $841K | Buy |
+84,945
| New | +$841K | 0.08% | 234 |
|