KWM
SMM

Kingsview Wealth Management’s Salient Midstream & MLP Fund SMM Stock Holding History

Kingsview Wealth Management’s Portfolio SMM Stock Details SMM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$122K Hold
2022
Q1 		$132K Sell
2021
Q4 		$118K Sell
2021
Q3 		$124K Hold
2021
Q2 		$117K Hold
2021
Q1 		$101K Sell
2020
Q4 		$205K Buy
2020
Q3 		$68K Sell
2020
Q2 		$89K Sell
2020
Q1 		$103K Buy