KWM
Kingsview Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,755
| Closed | -$1.07M | – | 997 |
|
|
2023
Q2 | $1.07M | Buy |
+7,755
| New | +$1.07M | 0.04% | 389 |
|
|
2019
Q4 | – | Sell |
-11,635
| Closed | -$1.22M | – | 482 |
|
|
2019
Q3 | $1.22M | Sell |
11,635
-5,341
| -31% | -$558K | 0.19% | 144 |
|
|
2019
Q2 | $1.78M | Buy |
16,976
+10,796
| +175% | +$1.13M | 0.3% | 93 |
|
|
2019
Q1 | $643K | Buy |
+6,180
| New | +$643K | 0.1% | 229 |
|