KWM
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Kingsview Wealth Management’s Walker & Dunlop WD Stock Holding History

Kingsview Wealth Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,148
Closed -$1.76M – 1192
2024
Q4 		$1.76M Buy
+18,148
New +$1.76M 0.03% 413