KWM
WMPN

Kingsview Wealth Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Kingsview Wealth Management’s Portfolio WMPN Stock Details WMPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,748
Closed -$132K – 1201
2024
Q3 		$132K Sell
10,748
-4,236
-28% -$51.9K ﹤0.01% 1060
2024
Q2 		$171K Buy
+14,984
New +$171K ﹤0.01% 1003