KWM
Kingsview Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,352
| Closed | -$522K | – | 897 |
|
|
2022
Q3 | $522K | Sell |
16,352
-1,788
| -10% | -$57.1K | 0.02% | 494 |
|
|
2022
Q2 | $618K | Sell |
18,140
-2,638
| -13% | -$89.9K | 0.03% | 491 |
|
|
2022
Q1 | $773K | Buy |
20,778
+417
| +2% | +$15.5K | 0.03% | 470 |
|
|
2021
Q4 | $796K | Buy |
20,361
+3,060
| +18% | +$120K | 0.03% | 458 |
|
|
2021
Q3 | $642K | Buy |
17,301
+550
| +3% | +$20.4K | 0.03% | 488 |
|
|
2021
Q2 | $641K | Sell |
16,751
-2,074
| -11% | -$79.4K | 0.03% | 491 |
|
|
2021
Q1 | $703K | Buy |
18,825
+1,839
| +11% | +$68.7K | 0.04% | 433 |
|
|
2020
Q4 | $576K | Buy |
16,986
+4,400
| +35% | +$149K | 0.04% | 416 |
|
|
2020
Q3 | $368K | Buy |
12,586
+2,668
| +27% | +$78K | 0.03% | 435 |
|
|
2020
Q2 | $288K | Buy |
+9,918
| New | +$288K | 0.03% | 450 |
|