KWM
Kingsview Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,036
| Closed | -$411K | – | 1200 |
|
|
2025
Q1 | $411K | Sell |
9,036
-44
| -0.5% | -$2K | 0.01% | 792 |
|
|
2024
Q4 | $419K | Buy |
9,080
+667
| +8% | +$30.7K | 0.01% | 800 |
|
|
2024
Q3 | $395K | Buy |
8,413
+335
| +4% | +$15.7K | 0.01% | 788 |
|
|
2024
Q2 | $370K | Buy |
8,078
+1,004
| +14% | +$46K | 0.01% | 774 |
|
|
2024
Q1 | $329K | Sell |
7,074
-47
| -0.7% | -$2.19K | 0.01% | 789 |
|
|
2023
Q4 | $335K | Buy |
7,121
+2,291
| +47% | +$108K | 0.01% | 731 |
|
|
2023
Q3 | $213K | Buy |
+4,830
| New | +$213K | 0.01% | 864 |
|
|
2022
Q1 | – | Sell |
-4,461
| Closed | -$229K | – | 903 |
|
|
2021
Q4 | $229K | Buy |
+4,461
| New | +$229K | 0.01% | 810 |
|