KWM
Kingsview Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,380
| Closed | -$1.49M | – | 1043 |
|
|
2023
Q4 | $1.49M | Buy |
+32,380
| New | +$1.49M | 0.04% | 352 |
|
|
2021
Q3 | – | Sell |
-20,286
| Closed | -$1.05M | – | 884 |
|
|
2021
Q2 | $1.05M | Buy |
+20,286
| New | +$1.05M | 0.05% | 366 |
|
|
2017
Q2 | – | Sell |
-56,131
| Closed | -$2.41M | – | 274 |
|
|
2017
Q1 | $2.41M | Buy |
+56,131
| New | +$2.41M | 1.43% | 10 |
|