KWM
Kingsview Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
55,731
+3,393
| +6% | +$271K | 0.08% | 267 |
|
|
2025
Q1 | $4.1M | Buy |
52,338
+1,454
| +3% | +$114K | 0.08% | 247 |
|
|
2024
Q4 | $4.44M | Buy |
50,884
+847
| +2% | +$73.9K | 0.09% | 220 |
|
|
2024
Q3 | $4.34M | Buy |
50,037
+19,692
| +65% | +$1.71M | 0.09% | 221 |
|
|
2024
Q2 | $2.38M | Buy |
30,345
+481
| +2% | +$37.7K | 0.06% | 304 |
|
|
2024
Q1 | $2.48M | Buy |
29,864
+451
| +2% | +$37.4K | 0.06% | 294 |
|
|
2023
Q4 | $2.45M | Sell |
29,413
-533
| -2% | -$44.4K | 0.07% | 238 |
|
|
2023
Q3 | $2.17M | Sell |
29,946
-5,687
| -16% | -$412K | 0.08% | 265 |
|
|
2023
Q2 | $2.75M | Buy |
35,633
+767
| +2% | +$59.2K | 0.11% | 198 |
|
|
2023
Q1 | $2.66M | Sell |
34,866
-2,122
| -6% | -$162K | 0.11% | 196 |
|
|
2022
Q4 | $2.75M | Buy |
36,988
+763
| +2% | +$56.6K | 0.12% | 199 |
|
|
2022
Q3 | $2.43M | Sell |
36,225
-13,416
| -27% | -$901K | 0.12% | 199 |
|
|
2022
Q2 | $3.59M | Buy |
49,641
+512
| +1% | +$37.1K | 0.17% | 133 |
|
|
2022
Q1 | $4.09M | Sell |
49,129
-2,517
| -5% | -$210K | 0.18% | 130 |
|
|
2021
Q4 | $4.38M | Buy |
51,646
+1,967
| +4% | +$167K | 0.18% | 123 |
|
|
2021
Q3 | $4.07M | Sell |
49,679
-3,182
| -6% | -$261K | 0.19% | 121 |
|
|
2021
Q2 | $4.57M | Buy |
52,861
+2,289
| +5% | +$198K | 0.23% | 106 |
|
|
2021
Q1 | $4.19M | Sell |
50,572
-5,531
| -10% | -$458K | 0.24% | 98 |
|
|
2020
Q4 | $3.71M | Sell |
56,103
-7,463
| -12% | -$494K | 0.27% | 89 |
|
|
2020
Q3 | $3.18M | Sell |
63,566
-5,325
| -8% | -$267K | 0.29% | 87 |
|
|
2020
Q2 | $3.38M | Buy |
68,891
+11,975
| +21% | +$588K | 0.34% | 73 |
|
|
2020
Q1 | $2.33M | Buy |
56,916
+13,157
| +30% | +$538K | 0.31% | 87 |
|
|
2019
Q4 | $2.88M | Buy |
43,759
+19,830
| +83% | +$1.3M | 0.36% | 79 |
|
|
2019
Q3 | $1.47M | Buy |
23,929
+5,425
| +29% | +$332K | 0.23% | 127 |
|
|
2019
Q2 | $1.12M | Buy |
+18,504
| New | +$1.12M | 0.19% | 139 |
|