KWM
Kingsview Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
18,137
+994
| +6% | +$181K | 0.06% | 322 |
|
|
2025
Q1 | $2.97M | Buy |
17,143
+2,065
| +14% | +$358K | 0.06% | 297 |
|
|
2024
Q4 | $2.64M | Buy |
15,078
+487
| +3% | +$85.3K | 0.05% | 321 |
|
|
2024
Q3 | $2.61M | Buy |
14,591
+599
| +4% | +$107K | 0.06% | 306 |
|
|
2024
Q2 | $2.3M | Sell |
13,992
-37
| -0.3% | -$6.08K | 0.05% | 313 |
|
|
2024
Q1 | $2.38M | Buy |
14,029
+82
| +0.6% | +$13.9K | 0.06% | 300 |
|
|
2023
Q4 | $2.2M | Sell |
13,947
-10,197
| -42% | -$1.61M | 0.07% | 257 |
|
|
2023
Q3 | $3.42M | Sell |
24,144
-743
| -3% | -$105K | 0.12% | 187 |
|
|
2023
Q2 | $3.72M | Sell |
24,887
-1,024
| -4% | -$153K | 0.15% | 153 |
|
|
2023
Q1 | $3.75M | Buy |
25,911
+1,651
| +7% | +$239K | 0.16% | 142 |
|
|
2022
Q4 | $3.43M | Buy |
24,260
+2,599
| +12% | +$367K | 0.15% | 160 |
|
|
2022
Q3 | $2.76M | Sell |
21,661
-617
| -3% | -$78.5K | 0.13% | 179 |
|
|
2022
Q2 | $2.99M | Sell |
22,278
-345
| -2% | -$46.3K | 0.14% | 158 |
|
|
2022
Q1 | $3.57M | Buy |
22,623
+3,851
| +21% | +$607K | 0.16% | 144 |
|
|
2021
Q4 | $3.06M | Buy |
18,772
+425
| +2% | +$69.2K | 0.13% | 176 |
|
|
2021
Q3 | $2.75M | Sell |
18,347
-111
| -0.6% | -$16.6K | 0.13% | 173 |
|
|
2021
Q2 | $2.8M | Buy |
18,458
+2,513
| +16% | +$381K | 0.14% | 166 |
|
|
2021
Q1 | $2.28M | Buy |
15,945
+189
| +1% | +$27K | 0.13% | 169 |
|
|
2020
Q4 | $2.01M | Buy |
15,756
+13,658
| +651% | +$1.74M | 0.15% | 156 |
|
|
2020
Q3 | $227K | Sell |
2,098
-384
| -15% | -$41.5K | 0.02% | 542 |
|
|
2020
Q2 | $253K | Sell |
2,482
-1,081
| -30% | -$110K | 0.03% | 476 |
|
|
2020
Q1 | $299K | Sell |
3,563
-203
| -5% | -$17K | 0.04% | 360 |
|
|
2019
Q4 | $436K | Sell |
3,766
-449
| -11% | -$52K | 0.05% | 304 |
|
|
2019
Q3 | $456K | Sell |
4,215
-1,045
| -20% | -$113K | 0.07% | 271 |
|
|
2019
Q2 | $567K | Sell |
5,260
-10,180
| -66% | -$1.1M | 0.1% | 226 |
|
|
2019
Q1 | $1.61M | Buy |
15,440
+5,440
| +54% | +$568K | 0.25% | 116 |
|
|
2018
Q4 | $914K | Sell |
10,000
-944
| -9% | -$86.3K | 0.2% | 136 |
|
|
2018
Q3 | $1.17M | Sell |
10,944
-22,136
| -67% | -$2.36M | 0.24% | 128 |
|
|
2018
Q2 | $3.37M | Sell |
33,080
-56,997
| -63% | -$5.81M | 0.8% | 28 |
|
|
2018
Q1 | $8.96M | Buy |
90,077
+6,582
| +8% | +$655K | 2.23% | 3 |
|
|
2017
Q4 | $8.44M | Buy |
83,495
+2,315
| +3% | +$234K | 3.01% | 1 |
|
|
2017
Q3 | $7.76M | Sell |
81,180
-2,838
| -3% | -$271K | 3.41% | 1 |
|
|
2017
Q2 | $7.79M | Buy |
84,018
+24,559
| +41% | +$2.28M | 4.01% | 1 |
|
|
2017
Q1 | $5.4M | Buy |
+59,459
| New | +$5.4M | 3.2% | 1 |
|