KWM
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Kingsview Wealth Management’s Permian Resources PR Stock Holding History

Kingsview Wealth Management’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$744K Buy
54,592
+20,962
+62% +$286K 0.01% 652
2025
Q1 		$466K Sell
33,630
-10,337
-24% -$143K 0.01% 747
2024
Q4 		$632K Buy
+43,967
New +$632K 0.01% 670