KWM
Kingsview Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Sell |
78,873
-17,830
| -18% | -$2.19M | 0.16% | 115 |
|
|
2025
Q1 | $12M | Sell |
96,703
-371
| -0.4% | -$46.2K | 0.23% | 83 |
|
|
2024
Q4 | $11.3M | Buy |
97,074
+38,537
| +66% | +$4.47M | 0.22% | 89 |
|
|
2024
Q3 | $6.76M | Buy |
58,537
+709
| +1% | +$81.9K | 0.14% | 156 |
|
|
2024
Q2 | $5.92M | Sell |
57,828
-3,667
| -6% | -$376K | 0.14% | 162 |
|
|
2024
Q1 | $6.63M | Buy |
61,495
+49,492
| +412% | +$5.33M | 0.17% | 136 |
|
|
2023
Q4 | $1.09M | Buy |
12,003
+3,301
| +38% | +$299K | 0.03% | 445 |
|
|
2023
Q3 | $732K | Buy |
8,702
+1,625
| +23% | +$137K | 0.03% | 521 |
|
|
2023
Q2 | $579K | Buy |
+7,077
| New | +$579K | 0.02% | 556 |
|