Kingsview Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-52,048
| Closed | -$667K | – | 1007 |
|
|
2023
Q3 | $667K | Buy |
52,048
+1,526
| +3% | +$19.5K | 0.02% | 548 |
|
|
2023
Q2 | $644K | Buy |
50,522
+1,106
| +2% | +$14.1K | 0.03% | 525 |
|
|
2023
Q1 | $619K | Buy |
49,416
+30
| +0.1% | +$376 | 0.03% | 519 |
|
|
2022
Q4 | $627K | Buy |
49,386
+2,388
| +5% | +$30.3K | 0.03% | 452 |
|
|
2022
Q3 | $527K | Buy |
46,998
+5,060
| +12% | +$56.7K | 0.03% | 491 |
|
|
2022
Q2 | $488K | Buy |
+41,938
| New | +$488K | 0.02% | 542 |
|