KWM
Kingsview Wealth Management’s Hologic HOLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,119
| Closed | -$216K | – | 979 |
|
|
2023
Q3 | $216K | Buy |
3,119
+50
| +2% | +$3.47K | 0.01% | 856 |
|
|
2023
Q2 | $248K | Hold |
3,069
| – | – | 0.01% | 798 |
|
|
2023
Q1 | $248K | Hold |
3,069
| – | – | 0.01% | 775 |
|
|
2022
Q4 | $230K | Buy |
+3,069
| New | +$230K | 0.01% | 749 |
|
|
2022
Q3 | – | Sell |
-3,069
| Closed | -$213K | – | 847 |
|
|
2022
Q2 | $213K | Hold |
3,069
| – | – | 0.01% | 750 |
|
|
2022
Q1 | $236K | Hold |
3,069
| – | – | 0.01% | 767 |
|
|
2021
Q4 | $235K | Sell |
3,069
-13
| -0.4% | -$995 | 0.01% | 803 |
|
|
2021
Q3 | $227K | Hold |
3,082
| – | – | 0.01% | 767 |
|
|
2021
Q2 | $210K | Hold |
3,082
| – | – | 0.01% | 811 |
|
|
2021
Q1 | $229K | Buy |
+3,082
| New | +$229K | 0.01% | 727 |
|