Kingsview Wealth Management, LLC Vanguard Transaction History

Kingsview Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$57.55 - $58.0 $2,762 - $2,784	-48 Reduced 1.37%	3,449 $200,000
Q1 2024 May 09, 2024	SELL	$57.88 - $58.54 $983 - $995	-17 Reduced 0.48%	3,497 $203,000
Q4 2023 Feb 08, 2024	BUY	$57.34 - $58.41 $201,492 - $205,252	3,514 New	3,514 $204,000
Q2 2022 Aug 16, 2022	SELL	$58.29 - $59.37 $242,020 - $246,504	-4,152 Closed	0 $0
Q3 2021 Dec 03, 2021	SELL	$61.39 - $61.54 $10,006 - $10,031	-163 Reduced 3.78%	4,152 $255,000
Q1 2021 May 24, 2021	BUY	$61.49 - $61.63 $265,329 - $265,933	4,315 New	4,315 $265,000
Q3 2017 Jan 29, 2020	SELL	N/A	-5,851 Closed	0 $0
Q2 2017 Jan 29, 2020	SELL	N/A	-68 Reduced 1.15%	5,851 $356,000
Q1 2017 Jan 29, 2020	BUY	N/A	5,919	5,919 $360,000

913

231M

21.5K

32.6K

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