KWM
Kingsview Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,796
| Closed | -$248K | – | 1018 |
|
|
2023
Q3 | $248K | Buy |
8,796
+7,954
| +945% | +$224K | 0.01% | 817 |
|
|
2023
Q2 | $248K | Buy |
+842
| New | +$248K | 0.01% | 800 |
|
|
2021
Q1 | – | Sell |
-2,612
| Closed | -$662K | – | 859 |
|
|
2020
Q4 | $662K | Buy |
2,612
+1,532
| +142% | +$388K | 0.05% | 376 |
|
|
2020
Q3 | $228K | Buy |
+1,080
| New | +$228K | 0.02% | 540 |
|
|
2019
Q2 | – | Sell |
-3,850
| Closed | -$655K | – | 459 |
|
|
2019
Q1 | $655K | Buy |
+3,850
| New | +$655K | 0.1% | 227 |
|
|
2018
Q2 | – | Sell |
-5,720
| Closed | -$865K | – | 332 |
|
|
2018
Q1 | $865K | Buy |
5,720
+1,355
| +31% | +$205K | 0.22% | 137 |
|
|
2017
Q4 | $624K | Sell |
4,365
-90
| -2% | -$12.9K | 0.22% | 140 |
|
|
2017
Q3 | $602K | Sell |
4,455
-5,132
| -54% | -$693K | 0.26% | 122 |
|
|
2017
Q2 | $1.2M | Buy |
9,587
+575
| +6% | +$71.7K | 0.62% | 46 |
|
|
2017
Q1 | $1.09M | Buy |
+9,012
| New | +$1.09M | 0.65% | 46 |
|