KWM
Kingsview Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
6,736
+48
| +0.7% | +$6.52K | 0.02% | 608 |
|
|
2025
Q1 | $907K | Buy |
6,688
+100
| +2% | +$13.6K | 0.02% | 571 |
|
|
2024
Q4 | $870K | Sell |
6,588
-274
| -4% | -$36.2K | 0.02% | 583 |
|
|
2024
Q3 | $975K | Buy |
6,862
+138
| +2% | +$19.6K | 0.02% | 537 |
|
|
2024
Q2 | $855K | Buy |
6,724
+2,525
| +60% | +$321K | 0.02% | 550 |
|
|
2024
Q1 | $551K | Buy |
4,199
+577
| +16% | +$75.7K | 0.01% | 641 |
|
|
2023
Q4 | $453K | Sell |
3,622
-910
| -20% | -$114K | 0.01% | 657 |
|
|
2023
Q3 | $521K | Buy |
4,532
+854
| +23% | +$98.2K | 0.02% | 608 |
|
|
2023
Q2 | $451K | Buy |
3,678
+493
| +15% | +$60.4K | 0.02% | 622 |
|
|
2023
Q1 | $394K | Sell |
3,185
-262
| -8% | -$32.4K | 0.02% | 642 |
|
|
2022
Q4 | $431K | Sell |
3,447
-160
| -4% | -$20K | 0.02% | 551 |
|
|
2022
Q3 | $402K | Sell |
3,607
-443
| -11% | -$49.4K | 0.02% | 555 |
|
|
2022
Q2 | $481K | Buy |
4,050
+166
| +4% | +$19.7K | 0.02% | 546 |
|
|
2022
Q1 | $498K | Sell |
3,884
-606
| -13% | -$77.6K | 0.02% | 571 |
|
|
2021
Q4 | $580K | Buy |
4,490
+105
| +2% | +$13.6K | 0.02% | 528 |
|
|
2021
Q3 | $515K | Sell |
4,385
-186
| -4% | -$21.8K | 0.02% | 536 |
|
|
2021
Q2 | $562K | Sell |
4,571
-12,503
| -73% | -$1.54M | 0.03% | 529 |
|
|
2021
Q1 | $2.03M | Sell |
17,074
-19,807
| -54% | -$2.35M | 0.12% | 190 |
|
|
2020
Q4 | $3.91M | Buy |
36,881
+1,566
| +4% | +$166K | 0.28% | 83 |
|
|
2020
Q3 | $3.26M | Buy |
35,315
+27,442
| +349% | +$2.54M | 0.29% | 85 |
|
|
2020
Q2 | $718K | Sell |
7,873
-13,217
| -63% | -$1.21M | 0.07% | 260 |
|
|
2020
Q1 | $1.68M | Buy |
21,090
+3,007
| +17% | +$240K | 0.23% | 116 |
|
|
2019
Q4 | $1.95M | Buy |
18,083
+2,834
| +19% | +$305K | 0.24% | 115 |
|
|
2019
Q3 | $1.57M | Buy |
15,249
+261
| +2% | +$26.8K | 0.25% | 121 |
|
|
2019
Q2 | $1.51M | Sell |
14,988
-5,798
| -28% | -$585K | 0.25% | 114 |
|
|
2019
Q1 | $2.07M | Buy |
20,786
+2,052
| +11% | +$204K | 0.31% | 89 |
|
|
2018
Q4 | $1.68M | Buy |
18,734
+1,311
| +8% | +$117K | 0.37% | 85 |
|
|
2018
Q3 | $1.71M | Sell |
17,423
-520
| -3% | -$50.9K | 0.35% | 90 |
|
|
2018
Q2 | $1.66M | Sell |
17,943
-1,647
| -8% | -$153K | 0.4% | 77 |
|
|
2018
Q1 | $1.79M | Buy |
19,590
+2,637
| +16% | +$241K | 0.44% | 69 |
|
|
2017
Q4 | $1.6M | Buy |
16,953
+533
| +3% | +$50.4K | 0.57% | 45 |
|
|
2017
Q3 | $1.5M | Buy |
16,420
+3,682
| +29% | +$336K | 0.66% | 39 |
|
|
2017
Q2 | $1.13M | Buy |
12,738
+1,529
| +14% | +$136K | 0.58% | 52 |
|
|
2017
Q1 | $988K | Buy |
+11,209
| New | +$988K | 0.59% | 52 |
|