KWM
Kingsview Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
15,278
+4,388
| +40% | +$1.05M | 0.06% | 303 |
|
|
2025
Q1 | $2.05M | Sell |
10,890
-12,598
| -54% | -$2.37M | 0.04% | 385 |
|
|
2024
Q4 | $5.06M | Sell |
23,488
-718
| -3% | -$155K | 0.1% | 203 |
|
|
2024
Q3 | $5.58M | Buy |
24,206
+50
| +0.2% | +$11.5K | 0.12% | 181 |
|
|
2024
Q2 | $5.96M | Buy |
24,156
+492
| +2% | +$121K | 0.14% | 161 |
|
|
2024
Q1 | $5.35M | Buy |
23,664
+14,955
| +172% | +$3.38M | 0.13% | 168 |
|
|
2023
Q4 | $5.02M | Buy |
8,709
+995
| +13% | +$573K | 0.15% | 154 |
|
|
2023
Q3 | $3.65M | Buy |
7,714
+701
| +10% | +$332K | 0.13% | 182 |
|
|
2023
Q2 | $3.56M | Sell |
7,013
-3,237
| -32% | -$1.64M | 0.14% | 158 |
|
|
2023
Q1 | $4.56M | Buy |
+10,250
| New | +$4.56M | 0.19% | 116 |
|
|
2022
Q3 | – | Sell |
-593
| Closed | -$207K | – | 877 |
|
|
2022
Q2 | $207K | Sell |
593
-13,460
| -96% | -$4.7M | 0.01% | 759 |
|
|
2022
Q1 | $6.65M | Sell |
14,053
-4,321
| -24% | -$2.05M | 0.29% | 80 |
|
|
2021
Q4 | $9.96M | Buy |
18,374
+17,838
| +3,328% | +$9.67M | 0.41% | 48 |
|
|
2021
Q3 | $239K | Buy |
+536
| New | +$239K | 0.01% | 754 |
|
|
2019
Q2 | – | Sell |
-1,693
| Closed | -$321K | – | 462 |
|
|
2019
Q1 | $321K | Buy |
+1,693
| New | +$321K | 0.05% | 338 |
|