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

Kingsview Wealth Management’s Portfolio SMM Stock Details SMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-16,073	Closed	-$122K	–	897
2022 Q2	$122K	Hold	16,073	–	–	0.01%	786
2022 Q1	$132K	Sell	16,073 -1,500	-9%	-$11.1K	0.01%	828
2021 Q4	$118K	Sell	17,573 -2,027	-10%	-$13.6K	﹤0.01%	884
2021 Q3	$124K	Hold	19,600	–	–	0.01%	816
2021 Q2	$117K	Hold	19,600	–	–	0.01%	841
2021 Q1	$101K	Sell	19,600 -28,366	-59%	-$140K	0.01%	792
2020 Q4	$205K	Buy	47,966 +28,566	+147%	+$115K	0.01%	650
2020 Q3	$68K	Sell	19,400 -2,126	-10%	-$8.46K	0.01%	593
2020 Q2	$89K	Sell	21,526 -7,946	-27%	-$32.5K	0.01%	557
2020 Q1	$103K	Buy	+29,472	New	+$182K	0.01%	450

Kingsview Wealth Management's SMM Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Salient Midstream & MLP Fund (SMM) in Q3 2022, closing a stake of 16,073 shares — an estimated $122K sold.

Kingsview Wealth Management first reported a position in SMM in Q1 2020 and held it in 10 quarters. The position peaked at $205K in Q4 2020. 0 funds tracked by Wall St. Rank hold SMM as of Q3 2022.

Kingsview Wealth Management reported no remaining Salient Midstream & MLP Fund position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 16,073 Salient Midstream & MLP Fund shares in Q3 2022, an estimated $122K.
Kingsview Wealth Management first reported a position in Salient Midstream & MLP Fund in Q1 2020 and held it in 10 quarters.
Kingsview Wealth Management's Salient Midstream & MLP Fund position peaked at $205K in Q4 2020.
0 funds tracked by Wall St. Rank held Salient Midstream & MLP Fund as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.