KWM
Kingsview Wealth Management’s Monarch Select Subsector Index ETF MSSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2M | Sell |
3,055,184
-756,436
| -20% | -$22.3M | 1.53% | 10 |
|
|
2025
Q1 | $103M | Sell |
3,811,620
-54,900
| -1% | -$1.49M | 1.95% | 7 |
|
|
2024
Q4 | $106M | Buy |
3,866,520
+1,779,452
| +85% | +$48.9M | 2.07% | 8 |
|
|
2024
Q3 | $60.5M | Sell |
2,087,068
-53,977
| -3% | -$1.56M | 1.27% | 10 |
|
|
2024
Q2 | $53.7M | Sell |
2,141,045
-114,063
| -5% | -$2.86M | 1.27% | 11 |
|
|
2024
Q1 | $57.8M | Buy |
+2,255,108
| New | +$57.8M | 1.45% | 11 |
|