Kingsview Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+2,672
| New | +$239K | ﹤0.01% | 1034 |
|
|
2025
Q1 | – | Sell |
-2,995
| Closed | -$232K | – | 1157 |
|
|
2024
Q4 | $232K | Sell |
2,995
-1,471
| -33% | -$114K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $326K | Buy |
4,466
+372
| +9% | +$27.2K | 0.01% | 860 |
|
|
2024
Q2 | $247K | Sell |
4,094
-31,826
| -89% | -$1.92M | 0.01% | 915 |
|
|
2024
Q1 | $2.27M | Buy |
35,920
+2,397
| +7% | +$151K | 0.06% | 314 |
|
|
2023
Q4 | $1.95M | Buy |
+33,523
| New | +$1.95M | 0.06% | 288 |
|
|
2022
Q1 | – | Sell |
-7,773
| Closed | -$544K | – | 921 |
|
|
2021
Q4 | $544K | Sell |
7,773
-315
| -4% | -$22K | 0.02% | 543 |
|
|
2021
Q3 | $520K | Hold |
8,088
| – | – | 0.02% | 534 |
|
|
2021
Q2 | $475K | Buy |
8,088
+75
| +0.9% | +$4.41K | 0.02% | 564 |
|
|
2021
Q1 | $403K | Buy |
8,013
+627
| +8% | +$31.5K | 0.02% | 563 |
|
|
2020
Q4 | $327K | Buy |
7,386
+1,665
| +29% | +$73.7K | 0.02% | 533 |
|
|
2020
Q3 | $234K | Sell |
5,721
-360
| -6% | -$14.7K | 0.02% | 532 |
|
|
2020
Q2 | $242K | Buy |
+6,081
| New | +$242K | 0.02% | 485 |
|