KWM
Kingsview Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,255
| Closed | -$327K | – | 1151 |
|
|
2024
Q4 | $327K | Buy |
+3,255
| New | +$327K | 0.01% | 867 |
|
|
2023
Q4 | – | Sell |
-2,436
| Closed | -$244K | – | 997 |
|
|
2023
Q3 | $244K | Buy |
2,436
+269
| +12% | +$26.9K | 0.01% | 821 |
|
|
2023
Q2 | $216K | Sell |
2,167
-496
| -19% | -$49.5K | 0.01% | 836 |
|
|
2023
Q1 | $264K | Buy |
2,663
+3
| +0.1% | +$298 | 0.01% | 755 |
|
|
2022
Q4 | $262K | Buy |
2,660
+2
| +0.1% | +$197 | 0.01% | 709 |
|
|
2022
Q3 | $263K | Sell |
2,658
-2,949
| -53% | -$292K | 0.01% | 676 |
|
|
2022
Q2 | $556K | Sell |
5,607
-1,599
| -22% | -$159K | 0.03% | 516 |
|
|
2022
Q1 | $722K | Sell |
7,206
-2,849
| -28% | -$285K | 0.03% | 488 |
|
|
2021
Q4 | $1.02M | Sell |
10,055
-320
| -3% | -$32.5K | 0.04% | 389 |
|
|
2021
Q3 | $1.06M | Sell |
10,375
-1,958
| -16% | -$199K | 0.05% | 361 |
|
|
2021
Q2 | $1.26M | Sell |
12,333
-2,152
| -15% | -$219K | 0.06% | 316 |
|
|
2021
Q1 | $1.48M | Sell |
14,485
-1,840
| -11% | -$187K | 0.08% | 247 |
|
|
2020
Q4 | $1.67M | Buy |
16,325
+6,736
| +70% | +$687K | 0.12% | 187 |
|
|
2020
Q3 | $978K | Sell |
9,589
-15,017
| -61% | -$1.53M | 0.09% | 227 |
|
|
2020
Q2 | $2.5M | Buy |
+24,606
| New | +$2.5M | 0.25% | 99 |
|