KWM
Kingsview Wealth Management’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Sell |
167,026
-27,727
| -14% | -$1.66M | 0.17% | 105 |
|
|
2025
Q1 | $11.8M | Sell |
194,753
-4,635
| -2% | -$281K | 0.22% | 87 |
|
|
2024
Q4 | $11.3M | Buy |
199,388
+79,012
| +66% | +$4.47M | 0.22% | 88 |
|
|
2024
Q3 | $6.83M | Sell |
120,376
-10
| -0% | -$568 | 0.14% | 152 |
|
|
2024
Q2 | $6M | Sell |
120,386
-10,428
| -8% | -$520K | 0.14% | 160 |
|
|
2024
Q1 | $6.81M | Buy |
130,814
+101,462
| +346% | +$5.28M | 0.17% | 135 |
|
|
2023
Q4 | $1.33M | Buy |
29,352
+12,338
| +73% | +$558K | 0.04% | 383 |
|
|
2023
Q3 | $724K | Buy |
17,014
+2,590
| +18% | +$110K | 0.03% | 525 |
|
|
2023
Q2 | $590K | Buy |
+14,424
| New | +$590K | 0.02% | 551 |
|
|
2021
Q3 | – | Sell |
-20,327
| Closed | -$794K | – | 885 |
|
|
2021
Q2 | $794K | Buy |
+20,327
| New | +$794K | 0.04% | 433 |
|