Kingsview Wealth Management’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,311
| Closed | -$442K | – | 1127 |
|
|
2024
Q1 | $442K | Sell |
18,311
-2,070
| -10% | -$50K | 0.01% | 696 |
|
|
2023
Q4 | $501K | Sell |
20,381
-876
| -4% | -$21.6K | 0.02% | 632 |
|
|
2023
Q3 | $500K | Buy |
21,257
+562
| +3% | +$13.2K | 0.02% | 619 |
|
|
2023
Q2 | $552K | Buy |
20,695
+478
| +2% | +$12.7K | 0.02% | 565 |
|
|
2023
Q1 | $515K | Buy |
20,217
+43
| +0.2% | +$1.1K | 0.02% | 567 |
|
|
2022
Q4 | $459K | Buy |
20,174
+199
| +1% | +$4.53K | 0.02% | 532 |
|
|
2022
Q3 | $518K | Buy |
19,975
+1,160
| +6% | +$30.1K | 0.02% | 497 |
|
|
2022
Q2 | $545K | Buy |
18,815
+1,252
| +7% | +$36.3K | 0.03% | 519 |
|
|
2022
Q1 | $657K | Sell |
17,563
-4,452
| -20% | -$166K | 0.03% | 516 |
|
|
2021
Q4 | $979K | Buy |
+22,015
| New | +$979K | 0.04% | 411 |
|