KWM
Kingsview Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
13,747
-262
| -2% | -$20.3K | 0.02% | 566 |
|
|
2025
Q1 | $980K | Sell |
14,009
-110
| -0.8% | -$7.7K | 0.02% | 542 |
|
|
2024
Q4 | $1.06M | Buy |
14,119
+254
| +2% | +$19.1K | 0.02% | 530 |
|
|
2024
Q3 | $1.01M | Sell |
13,865
-872
| -6% | -$63.3K | 0.02% | 526 |
|
|
2024
Q2 | $980K | Sell |
14,737
-5,410
| -27% | -$360K | 0.02% | 513 |
|
|
2024
Q1 | $1.41M | Buy |
20,147
+991
| +5% | +$69.3K | 0.04% | 416 |
|
|
2023
Q4 | $1.26M | Sell |
19,156
-291
| -1% | -$19.1K | 0.04% | 400 |
|
|
2023
Q3 | $1.14M | Buy |
19,447
+752
| +4% | +$43.9K | 0.04% | 406 |
|
|
2023
Q2 | $1.16M | Buy |
18,695
+1,167
| +7% | +$72.5K | 0.05% | 361 |
|
|
2023
Q1 | $984K | Buy |
17,528
+446
| +3% | +$25K | 0.04% | 404 |
|
|
2022
Q4 | $890K | Buy |
17,082
+1,602
| +10% | +$83.4K | 0.04% | 365 |
|
|
2022
Q3 | $758K | Buy |
15,480
+1,945
| +14% | +$95.2K | 0.04% | 396 |
|
|
2022
Q2 | $689K | Sell |
13,535
-118
| -0.9% | -$6.01K | 0.03% | 461 |
|
|
2022
Q1 | $832K | Sell |
13,653
-1,344
| -9% | -$81.9K | 0.04% | 441 |
|
|
2021
Q4 | $1.02M | Sell |
14,997
-715
| -5% | -$48.5K | 0.04% | 393 |
|
|
2021
Q3 | $1.02M | Buy |
15,712
+189
| +1% | +$12.3K | 0.05% | 373 |
|
|
2021
Q2 | $1.06M | Buy |
15,523
+390
| +3% | +$26.5K | 0.05% | 362 |
|
|
2021
Q1 | $1.03M | Buy |
15,133
+3,267
| +28% | +$222K | 0.06% | 325 |
|
|
2020
Q4 | $744K | Buy |
11,866
+2,847
| +32% | +$179K | 0.05% | 345 |
|
|
2020
Q3 | $466K | Buy |
9,019
+1,585
| +21% | +$81.9K | 0.04% | 374 |
|
|
2020
Q2 | $354K | Buy |
+7,434
| New | +$354K | 0.04% | 406 |
|