KWM
Kingsview Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Sell |
11,470
-9,164
| -44% | -$4.83M | 0.1% | 205 |
|
|
2025
Q1 | $10.5M | Sell |
20,634
-102
| -0.5% | -$51.8K | 0.2% | 108 |
|
|
2024
Q4 | $10.3M | Buy |
20,736
+3
| +0% | +$1.49K | 0.2% | 97 |
|
|
2024
Q3 | $10.7M | Sell |
20,733
-1,361
| -6% | -$703K | 0.23% | 83 |
|
|
2024
Q2 | $9.85M | Sell |
22,094
-188
| -0.8% | -$83.8K | 0.23% | 86 |
|
|
2024
Q1 | $9.48M | Sell |
22,282
-22
| -0.1% | -$9.36K | 0.24% | 85 |
|
|
2023
Q4 | $9.83M | Buy |
22,304
+90
| +0.4% | +$39.6K | 0.29% | 74 |
|
|
2023
Q3 | $8.12M | Buy |
22,214
+17
| +0.1% | +$6.21K | 0.29% | 77 |
|
|
2023
Q2 | $8.9M | Buy |
22,197
+113
| +0.5% | +$45.3K | 0.35% | 63 |
|
|
2023
Q1 | $7.61M | Sell |
22,084
-6
| -0% | -$2.07K | 0.32% | 71 |
|
|
2022
Q4 | $7.4M | Buy |
22,090
+12
| +0.1% | +$4.02K | 0.32% | 75 |
|
|
2022
Q3 | $6.74M | Buy |
22,078
+10
| +0% | +$3.05K | 0.32% | 74 |
|
|
2022
Q2 | $7.44M | Sell |
22,068
-341
| -2% | -$115K | 0.36% | 67 |
|
|
2022
Q1 | $9.19M | Buy |
22,409
+31
| +0.1% | +$12.7K | 0.4% | 52 |
|
|
2021
Q4 | $10.6M | Sell |
22,378
-38
| -0.2% | -$17.9K | 0.44% | 45 |
|
|
2021
Q3 | $9.52M | Buy |
22,416
+60
| +0.3% | +$25.5K | 0.45% | 41 |
|
|
2021
Q2 | $9.22M | Buy |
22,356
+483
| +2% | +$199K | 0.46% | 39 |
|
|
2021
Q1 | $7.93M | Buy |
21,873
+19,418
| +791% | +$7.04M | 0.45% | 44 |
|
|
2020
Q4 | $807K | Buy |
+2,455
| New | +$807K | 0.06% | 326 |
|
|
2020
Q2 | – | Sell |
-1,800
| Closed | -$441K | – | 599 |
|
|
2020
Q1 | $441K | Buy |
+1,800
| New | +$441K | 0.06% | 285 |
|