KWM
Kingsview Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
2,486
+74
| +3% | +$7.87K | ﹤0.01% | 991 |
|
|
2025
Q1 | $216K | Sell |
2,412
-255
| -10% | -$22.8K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $262K | Buy |
2,667
+211
| +9% | +$20.7K | 0.01% | 960 |
|
|
2024
Q3 | $217K | Buy |
+2,456
| New | +$217K | ﹤0.01% | 1011 |
|
|
2017
Q2 | – | Sell |
-247
| Closed | -$20K | – | 278 |
|
|
2017
Q1 | $20K | Buy |
+247
| New | +$20K | 0.01% | 234 |
|