Kingsview Wealth Management’s Clear Secure YOU Stock Holding History

Kingsview Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02M	Buy
2022 Q1	–	Sell
2021 Q4	$220K	Buy