KWM
Kingsview Wealth Management’s Monarch Dividend Plus Index ETF MDPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6M | Buy |
2,136,511
+16,837
| +0.8% | +$439K | 0.94% | 21 |
|
|
2025
Q1 | $55.6M | Sell |
2,119,674
-184,657
| -8% | -$4.85M | 1.05% | 16 |
|
|
2024
Q4 | $58.3M | Buy |
2,304,331
+1,015,519
| +79% | +$25.7M | 1.14% | 13 |
|
|
2024
Q3 | $34.5M | Sell |
1,288,812
-15,812
| -1% | -$423K | 0.73% | 29 |
|
|
2024
Q2 | $32.5M | Buy |
1,304,624
+27,052
| +2% | +$673K | 0.77% | 25 |
|
|
2024
Q1 | $33.7M | Buy |
+1,277,572
| New | +$33.7M | 0.85% | 22 |
|