Kingsview Wealth Management, LLC First Tr Nasdaq Clean Edge Gre Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$42.25 - $56.34 $14,745 - $19,662	-349 Reduced 5.0%	6,629 $282,000
Q2 2023 Aug 10, 2023	BUY	$43.56 - $52.25 $24,045 - $28,842	552 Added 8.59%	6,978 $356,000
Q1 2023 May 15, 2023	SELL	$45.55 - $58.44 $31,657 - $40,615	-695 Reduced 9.76%	6,426 $335,000
Q4 2022 Feb 13, 2023	BUY	$45.71 - $60.75 $23,540 - $31,286	515 Added 7.8%	7,121 $336,000
Q3 2022 Nov 14, 2022	BUY	$51.58 - $68.45 $39,922 - $52,980	774 Added 13.27%	6,606 $376,000
Q2 2022 Aug 16, 2022	SELL	$46.08 - $67.28 $26,956 - $39,358	-585 Reduced 9.12%	5,832 $304,000
Q1 2022 Feb 08, 2024	BUY	$51.8 - $70.08 $574,721 - $777,537	11,095 New	11,095 $0
Q4 2021 Feb 17, 2022	BUY	$60.81 - $81.69 $52,661 - $70,743	866 Added 15.6%	6,417 $436,000
Q3 2021 Dec 03, 2021	SELL	$61.72 - $68.76 $108,442 - $120,811	-1,757 Reduced 24.04%	5,551 $347,000
Q2 2021 Aug 17, 2021	SELL	$54.47 - $70.0 $518,881 - $666,820	-9,526 Reduced 56.59%	7,308 $501,000
Q1 2021 May 24, 2021	BUY	$62.05 - $88.17 $700,420 - $995,262	11,288 Added 203.53%	16,834 $1.17 Million
Q4 2020 Feb 16, 2021	BUY	$45.2 - $70.85 $250,679 - $392,934	5,546 New	5,546 $389,000

Others Institutions Holding QCLN

# of Institutions

208

Shares Held

5.12M

Call Options Held

6.6K

Put Options Held

5.4K

About FIRST TR NASDAQ CLEAN EDGE GRE

Ticker QCLN
Sector ETFs
Industry ETFs

More about QCLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.