Kingsview Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
2025
Q1
$216K Sell
2024
Q4
$262K Buy
2024
Q3
$217K Buy
2017
Q2
Sell
2017
Q1
$20K Buy