KWM
Kingsview Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,782
| Closed | -$213K | – | 941 |
|
|
2021
Q3 | $213K | Sell |
1,782
-754
| -30% | -$90.1K | 0.01% | 788 |
|
|
2021
Q2 | $341K | Sell |
2,536
-11,586
| -82% | -$1.56M | 0.02% | 663 |
|
|
2021
Q1 | $1.91M | Buy |
+14,122
| New | +$1.91M | 0.11% | 202 |
|
|
2020
Q4 | – | Sell |
-9,309
| Closed | -$878K | – | 720 |
|
|
2020
Q3 | $878K | Buy |
+9,309
| New | +$878K | 0.08% | 253 |
|
|
2018
Q3 | – | Sell |
-1,745
| Closed | -$213K | – | 366 |
|
|
2018
Q2 | $213K | Buy |
+1,745
| New | +$213K | 0.05% | 297 |
|
|
2018
Q1 | – | Sell |
-1,692
| Closed | -$210K | – | 325 |
|
|
2017
Q4 | $210K | Buy |
+1,692
| New | +$210K | 0.08% | 292 |
|