KWM
Kingsview Wealth Management’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
36,904
+1,874
| +5% | +$203K | 0.07% | 289 |
|
|
2025
Q1 | $3.83M | Buy |
35,030
+5,288
| +18% | +$578K | 0.07% | 257 |
|
|
2024
Q4 | $3.24M | Buy |
29,742
+3,409
| +13% | +$371K | 0.06% | 289 |
|
|
2024
Q3 | $2.95M | Buy |
26,333
+4,495
| +21% | +$504K | 0.06% | 288 |
|
|
2024
Q2 | $2.27M | Buy |
21,838
+6,899
| +46% | +$716K | 0.05% | 319 |
|
|
2024
Q1 | $1.62M | Buy |
14,939
+3,418
| +30% | +$371K | 0.04% | 385 |
|
|
2023
Q4 | $1.16M | Buy |
11,521
+3,366
| +41% | +$339K | 0.03% | 423 |
|
|
2023
Q3 | $746K | Buy |
8,155
+1,443
| +21% | +$132K | 0.03% | 512 |
|
|
2023
Q2 | $640K | Sell |
6,712
-11,286
| -63% | -$1.08M | 0.03% | 530 |
|
|
2023
Q1 | $1.7M | Buy |
17,998
+15,254
| +556% | +$1.44M | 0.07% | 267 |
|
|
2022
Q4 | $257K | Sell |
2,744
-41
| -1% | -$3.84K | 0.01% | 718 |
|
|
2022
Q3 | $232K | Buy |
2,785
+67
| +2% | +$5.58K | 0.01% | 712 |
|
|
2022
Q2 | $242K | Buy |
2,718
+45
| +2% | +$4.01K | 0.01% | 712 |
|
|
2022
Q1 | $271K | Sell |
2,673
-777
| -23% | -$78.8K | 0.01% | 730 |
|
|
2021
Q4 | $346K | Sell |
3,450
-288
| -8% | -$28.9K | 0.01% | 667 |
|
|
2021
Q3 | $348K | Buy |
3,738
+853
| +30% | +$79.4K | 0.02% | 644 |
|
|
2021
Q2 | $275K | Buy |
+2,885
| New | +$275K | 0.01% | 722 |
|
|
2020
Q3 | – | Sell |
-3,500
| Closed | -$206K | – | 639 |
|
|
2020
Q2 | $206K | Buy |
+3,500
| New | +$206K | 0.02% | 531 |
|