KWM
Kingsview Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,282
| Closed | -$361K | – | 874 |
|
|
2022
Q2 | $361K | Sell |
3,282
-45
| -1% | -$4.95K | 0.02% | 605 |
|
|
2022
Q1 | $367K | Sell |
3,327
-627
| -16% | -$69.1K | 0.02% | 649 |
|
|
2021
Q4 | $437K | Sell |
3,954
-51
| -1% | -$5.64K | 0.02% | 605 |
|
|
2021
Q3 | $442K | Sell |
4,005
-25,332
| -86% | -$2.8M | 0.02% | 580 |
|
|
2021
Q2 | $3.24M | Buy |
29,337
+6,860
| +31% | +$758K | 0.16% | 143 |
|
|
2021
Q1 | $2.48M | Buy |
22,477
+1,312
| +6% | +$145K | 0.14% | 158 |
|
|
2020
Q4 | $2.34M | Buy |
21,165
+8,926
| +73% | +$986K | 0.17% | 137 |
|
|
2020
Q3 | $1.36M | Buy |
12,239
+3,952
| +48% | +$438K | 0.12% | 179 |
|
|
2020
Q2 | $918K | Buy |
8,287
+5,990
| +261% | +$664K | 0.09% | 217 |
|
|
2020
Q1 | $255K | Buy |
2,297
+382
| +20% | +$42.4K | 0.03% | 387 |
|
|
2019
Q4 | $212K | Sell |
1,915
-2,203
| -53% | -$244K | 0.03% | 435 |
|
|
2019
Q3 | $456K | Buy |
4,118
+2,111
| +105% | +$234K | 0.07% | 272 |
|
|
2019
Q2 | $222K | Buy |
+2,007
| New | +$222K | 0.04% | 375 |
|