Kingsview Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 27,066 shares of NEAR stock, worth $1.36 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,066

Previous 28,137 3.81%

Holding current value

$1.36 Million

Previous $1.42 Million 2.12%

% of portfolio

0.03%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$50.09 - $51.31 $53,646 - $54,953	-1,071 Reduced 3.81%	27,066 $1.39 Million
Q2 2024 Aug 14, 2024	BUY	$49.93 - $50.33 $26,612 - $26,825	533 Added 1.93%	28,137 $1.42 Million
Q1 2024 May 09, 2024	SELL	$50.23 - $50.75 $5,575 - $5,633	-111 Reduced 0.4%	27,604 $1.39 Million
Q4 2023 Feb 08, 2024	SELL	$49.7 - $50.52 $241,293 - $245,274	-4,855 Reduced 14.91%	27,715 $1.4 Million
Q3 2023 Nov 07, 2023	SELL	$49.55 - $49.89 $7,382 - $7,433	-149 Reduced 0.46%	32,570 $1.62 Million
Q2 2023 Aug 10, 2023	SELL	$49.48 - $49.72 $34,141 - $34,306	-690 Reduced 2.07%	32,719 $1.63 Million
Q1 2023 May 15, 2023	BUY	$49.26 - $49.62 $13,152 - $13,248	267 Added 0.81%	33,409 $1.66 Million
Q4 2022 Feb 13, 2023	SELL	$49.01 - $49.3 $9,360 - $9,416	-191 Reduced 0.57%	33,142 $1.63 Million
Q3 2022 Nov 14, 2022	SELL	$49.19 - $49.38 $49,534 - $49,725	-1,007 Reduced 2.93%	33,333 $1.64 Million
Q2 2022 Aug 16, 2022	BUY	$49.22 - $49.57 $34,011 - $34,252	691 Added 2.05%	34,340 $1.69 Million
Q1 2022 Feb 08, 2024	BUY	$49.51 - $49.96 $68,967 - $69,594	1,393 Added 5.03%	29,108 $0
Q4 2021 Feb 17, 2022	SELL	$49.93 - $50.12 $155,731 - $156,324	-3,119 Reduced 8.48%	33,649 $1.68 Million
Q3 2021 Dec 03, 2021	BUY	$50.12 - $50.16 $17,441 - $17,455	348 Added 0.96%	36,768 $1.84 Million
Q2 2021 Aug 17, 2021	BUY	$50.15 - $50.21 $7,723 - $7,732	154 Added 0.42%	36,420 $1.83 Million
Q1 2021 May 24, 2021	BUY	$50.15 - $50.25 $65,144 - $65,274	1,299 Added 3.71%	36,266 $1.82 Million
Q4 2020 Feb 16, 2021	BUY	$50.09 - $50.18 $34,211 - $34,272	683 Added 1.99%	34,967 $1.75 Million
Q3 2020 Nov 19, 2020	BUY	$49.97 - $50.15 $142,964 - $143,479	2,861 Added 9.1%	34,284 $1.72 Million
Q2 2020 Aug 14, 2020	BUY	$48.5 - $50.01 $49,858 - $51,410	1,028 Added 3.38%	31,423 $1.57 Million
Q1 2020 May 11, 2020	BUY	$45.53 - $50.41 $124,661 - $138,022	2,738 Added 9.9%	30,395 $1.47 Million
Q4 2019 Jan 31, 2020	BUY	$50.21 - $50.36 $1.39 Million - $1.39 Million	27,657 New	27,657 $1.39 Million
Q4 2019 Jan 30, 2020	SELL	$50.21 - $50.36 $1.46 Million - $1.47 Million	-29,125 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$50.26 - $50.34 $108,913 - $109,086	2,167 Added 8.04%	29,125 $1.47 Million
Q2 2019 Jan 29, 2020	BUY	N/A	638 Added 2.42%	26,958 $1.36 Million
Q1 2019 Jan 29, 2020	BUY	N/A	852 Added 3.35%	26,320 $1.32 Million
Q4 2018 Jan 29, 2020	BUY	N/A	7,125 Added 38.84%	25,468 $1.27 Million
Q3 2018 Jan 29, 2020	BUY	N/A	18,343 New	18,343 $921,000

Others Institutions Holding NEAR

# of Institutions

348

Shares Held

38.7M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Kingsview Wealth Management, LLC Blackrock Short Maturity Bond Transaction History