KWM
Kingsview Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
24,685
-6
| -0% | -$123 | 0.01% | 769 |
|
|
2025
Q1 | $471K | Sell |
24,691
-154
| -0.6% | -$2.94K | 0.01% | 742 |
|
|
2024
Q4 | $455K | Sell |
24,845
-1,022
| -4% | -$18.7K | 0.01% | 776 |
|
|
2024
Q3 | $512K | Buy |
25,867
+378
| +1% | +$7.48K | 0.01% | 714 |
|
|
2024
Q2 | $457K | Buy |
25,489
+172
| +0.7% | +$3.08K | 0.01% | 716 |
|
|
2024
Q1 | $469K | Sell |
25,317
-115
| -0.5% | -$2.13K | 0.01% | 681 |
|
|
2023
Q4 | $469K | Buy |
25,432
+1,574
| +7% | +$29.1K | 0.01% | 647 |
|
|
2023
Q3 | $399K | Buy |
23,858
+920
| +4% | +$15.4K | 0.01% | 684 |
|
|
2023
Q2 | $414K | Buy |
22,938
+141
| +0.6% | +$2.55K | 0.02% | 644 |
|
|
2023
Q1 | $406K | Sell |
22,797
-302
| -1% | -$5.39K | 0.02% | 631 |
|
|
2022
Q4 | $386K | Buy |
23,099
+1,526
| +7% | +$25.5K | 0.02% | 589 |
|
|
2022
Q3 | $329K | Buy |
21,573
+9,646
| +81% | +$147K | 0.02% | 614 |
|
|
2022
Q2 | $204K | Sell |
11,927
-5
| -0% | -$86 | 0.01% | 762 |
|
|
2022
Q1 | $234K | Buy |
11,932
+66
| +0.6% | +$1.3K | 0.01% | 772 |
|
|
2021
Q4 | $219K | Sell |
11,866
-843
| -7% | -$15.6K | 0.01% | 820 |
|
|
2021
Q3 | $223K | Hold |
12,709
| – | – | 0.01% | 771 |
|
|
2021
Q2 | $225K | Buy |
12,709
+69
| +0.5% | +$1.22K | 0.01% | 794 |
|
|
2021
Q1 | $213K | Buy |
12,640
+466
| +4% | +$7.85K | 0.01% | 755 |
|
|
2020
Q4 | $187K | Buy |
12,174
+15
| +0.1% | +$230 | 0.01% | 665 |
|
|
2020
Q3 | $154K | Sell |
12,159
-116,577
| -91% | -$1.48M | 0.01% | 580 |
|
|
2020
Q2 | $1.57M | Buy |
128,736
+18,606
| +17% | +$226K | 0.16% | 151 |
|
|
2020
Q1 | $1.25M | Buy |
110,130
+23,256
| +27% | +$264K | 0.17% | 152 |
|
|
2019
Q4 | $1.48M | Buy |
86,874
+10,206
| +13% | +$174K | 0.19% | 151 |
|
|
2019
Q3 | $1.23M | Buy |
76,668
+12,900
| +20% | +$207K | 0.19% | 142 |
|
|
2019
Q2 | $1.04M | Buy |
63,768
+530
| +0.8% | +$8.66K | 0.17% | 149 |
|
|
2019
Q1 | $1M | Buy |
63,238
+9,785
| +18% | +$155K | 0.15% | 171 |
|
|
2018
Q4 | $755K | Buy |
53,453
+10,666
| +25% | +$151K | 0.16% | 167 |
|
|
2018
Q3 | $673K | Buy |
42,787
+6,239
| +17% | +$98.1K | 0.14% | 191 |
|
|
2018
Q2 | $571K | Sell |
36,548
-212
| -0.6% | -$3.31K | 0.14% | 181 |
|
|
2018
Q1 | $579K | Buy |
36,760
+3,530
| +11% | +$55.6K | 0.14% | 183 |
|
|
2017
Q4 | $550K | Buy |
33,230
+4,403
| +15% | +$72.9K | 0.2% | 159 |
|
|
2017
Q3 | $466K | Buy |
28,827
+2,727
| +10% | +$44.1K | 0.21% | 147 |
|
|
2017
Q2 | $401K | Sell |
26,100
-515
| -2% | -$7.91K | 0.21% | 146 |
|
|
2017
Q1 | $400K | Buy |
+26,615
| New | +$400K | 0.24% | 133 |
|