KWM
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Kingsview Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Kingsview Wealth Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,442
Closed -$61.8K – 1029
2023
Q3 		$61.8K Hold
10,442
– – ﹤0.01% 919
2023
Q2 		$67.6K Sell
10,442
-442
-4% -$2.7K ﹤0.01% 887
2023
Q1 		$67.5K Sell
10,884
-6,781
-38% -$41.7K ﹤0.01% 863
2022
Q4 		$101K Sell
17,665
-7,676
-30% -$45.9K ﹤0.01% 817
2022
Q3 		$140K Buy
25,341
+172
+0.7% +$1.11K 0.01% 782
2022
Q2 		$158K Buy
25,169
+1,079
+4% +$7.48K 0.01% 776
2022
Q1 		$195K Buy
24,090
+702
+3% +$5.4K 0.01% 821
2021
Q4 		$196K Buy
23,388
+8,497
+57% +$71.8K 0.01% 864
2021
Q3 		$128K Sell
14,891
-8,386
-36% -$73.1K 0.01% 815
2021
Q2 		$208K Buy
23,277
+784
+3% +$6.58K 0.01% 818
2021
Q1 		$173K Buy
22,493
+31
+0.1% +$226 0.01% 782
2020
Q4 		$155K Buy
22,462
+11,764
+110% +$75.5K 0.01% 672
2020
Q3 		$64K Buy
+10,698
New +$63.9K 0.01% 596

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B
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