Kingsview Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $242K | Buy |
|
|||||
|
2025
Q2 | $239K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $232K | Sell |
|
|||||
|
2024
Q3 | $326K | Buy |
|
|||||
|
2024
Q2 | $247K | Sell |
|
|||||
|
2024
Q1 | $2.27M | Buy |
|
|||||
|
2023
Q4 | $1.95M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $544K | Sell |
|
|||||
|
2021
Q3 | $520K | Hold |
|
|||||
|
2021
Q2 | $475K | Buy |
|
|||||
|
2021
Q1 | $403K | Buy |
|
|||||
|
2020
Q4 | $327K | Buy |
|
|||||
|
2020
Q3 | $234K | Sell |
|
|||||
|
2020
Q2 | $242K | Buy |
|