KWM
Kingsview Wealth Management’s Resources Connection RGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-62,797
| Closed | -$1.14M | – | 892 |
|
|
2022
Q3 | $1.14M | Buy |
+62,797
| New | +$1.14M | 0.05% | 306 |
|
|
2021
Q2 | – | Sell |
-78,016
| Closed | -$1.07M | – | 921 |
|
|
2021
Q1 | $1.07M | Buy |
+78,016
| New | +$1.07M | 0.06% | 316 |
|
|
2020
Q4 | – | Sell |
-28,016
| Closed | -$324K | – | 724 |
|
|
2020
Q3 | $324K | Buy |
+28,016
| New | +$324K | 0.03% | 459 |
|