KWM
Kingsview Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,544
| Closed | -$261K | – | 843 |
|
|
2020
Q4 | $261K | Buy |
+18,544
| New | +$261K | 0.02% | 581 |
|
|
2020
Q3 | – | Sell |
-23,479
| Closed | -$286K | – | 627 |
|
|
2020
Q2 | $286K | Buy |
23,479
+10,201
| +77% | +$124K | 0.03% | 452 |
|
|
2020
Q1 | $142K | Buy |
+13,278
| New | +$142K | 0.02% | 440 |
|