KWM

Kingsview Wealth Management’s Tiptree Inc TIPT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,929	Closed	-$287K	–	1219
2025 Q1	$287K	Buy	+11,929	New	+$287K	0.01%	913
2021 Q3	–	Sell	-128,219	Closed	-$1.22M	–	926
2021 Q2	$1.22M	Buy	+128,219	New	+$1.22M	0.06%	321