KWM
Kingsview Wealth Management’s US Commodity Index USCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,106
| Closed | -$539K | – | 1029 |
|
|
2023
Q3 | $539K | Buy |
9,106
+2,031
| +29% | +$120K | 0.02% | 601 |
|
|
2023
Q2 | $379K | Buy |
+7,075
| New | +$379K | 0.01% | 666 |
|
|
2023
Q1 | – | Sell |
-17,267
| Closed | -$972K | – | 946 |
|
|
2022
Q4 | $972K | Buy |
17,267
+1,987
| +13% | +$112K | 0.04% | 351 |
|
|
2022
Q3 | $785K | Sell |
15,280
-3,723
| -20% | -$191K | 0.04% | 389 |
|
|
2022
Q2 | $1.04M | Buy |
+19,003
| New | +$1.04M | 0.05% | 354 |
|
|
2021
Q3 | – | Sell |
-13,232
| Closed | -$536K | – | 928 |
|
|
2021
Q2 | $536K | Buy |
+13,232
| New | +$536K | 0.03% | 541 |
|
|
2017
Q4 | – | Sell |
-25,665
| Closed | -$1.03M | – | 329 |
|
|
2017
Q3 | $1.03M | Sell |
25,665
-22,236
| -46% | -$891K | 0.45% | 63 |
|
|
2017
Q2 | $1.84M | Buy |
47,901
+11,883
| +33% | +$457K | 0.95% | 24 |
|
|
2017
Q1 | $1.41M | Buy |
+36,018
| New | +$1.41M | 0.84% | 26 |
|