Kingsview Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Number of Shares
27,787
Previous 31,667 12.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-3,880 Reduced 12.25%
27,787 $0
Q1 2025

May 02, 2025
SELL
N/A
-16,750 Reduced 34.6%
31,667 $0
Q4 2024

Jan 28, 2025
BUY
N/A
2,034 Added 4.39%
48,417 $0
Q3 2024

Nov 12, 2024
BUY
N/A
20,552 Added 79.56%
46,383 $0
Q2 2024

Aug 14, 2024
BUY
N/A
17,281 Added 202.12%
25,831 $0
Q1 2024

May 09, 2024
BUY
N/A
8,550 New
8,550 $0
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