KWM
Kingsview Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
3,765
+14
| +0.4% | +$776 | ﹤0.01% | 1090 |
|
|
2025
Q1 | $215K | Sell |
3,751
-8
| -0.2% | -$459 | ﹤0.01% | 1015 |
|
|
2024
Q4 | $223K | Sell |
3,759
-42
| -1% | -$2.5K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $223K | Sell |
3,801
-1,812
| -32% | -$106K | ﹤0.01% | 995 |
|
|
2024
Q2 | $300K | Sell |
5,613
-264
| -4% | -$14.1K | 0.01% | 835 |
|
|
2024
Q1 | $329K | Sell |
5,877
-788
| -12% | -$44.2K | 0.01% | 788 |
|
|
2023
Q4 | $373K | Sell |
6,665
-1,886
| -22% | -$106K | 0.01% | 709 |
|
|
2023
Q3 | $419K | Buy |
8,551
+430
| +5% | +$21.1K | 0.02% | 666 |
|
|
2023
Q2 | $417K | Sell |
8,121
-949
| -10% | -$48.7K | 0.02% | 641 |
|
|
2023
Q1 | $471K | Sell |
9,070
-30
| -0.3% | -$1.56K | 0.02% | 592 |
|
|
2022
Q4 | $469K | Buy |
9,100
+733
| +9% | +$37.8K | 0.02% | 522 |
|
|
2022
Q3 | $388K | Sell |
8,367
-137
| -2% | -$6.35K | 0.02% | 568 |
|
|
2022
Q2 | $445K | Buy |
8,504
+362
| +4% | +$18.9K | 0.02% | 563 |
|
|
2022
Q1 | $476K | Sell |
8,142
-297
| -4% | -$17.4K | 0.02% | 581 |
|
|
2021
Q4 | $519K | Buy |
8,439
+125
| +2% | +$7.69K | 0.02% | 556 |
|
|
2021
Q3 | $478K | Buy |
8,314
+985
| +13% | +$56.6K | 0.02% | 559 |
|
|
2021
Q2 | $444K | Buy |
7,329
+3,442
| +89% | +$209K | 0.02% | 590 |
|
|
2021
Q1 | $231K | Buy |
+3,887
| New | +$231K | 0.01% | 726 |
|
|
2020
Q4 | – | Sell |
-7,021
| Closed | -$265K | – | 695 |
|
|
2020
Q3 | $265K | Buy |
+7,021
| New | +$265K | 0.02% | 504 |
|