KWM
Kingsview Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
8,870
-2,253
| -20% | -$164K | 0.01% | 683 |
|
|
2025
Q1 | $831K | Buy |
11,123
+423
| +4% | +$31.6K | 0.02% | 594 |
|
|
2024
Q4 | $749K | Sell |
10,700
-5,403
| -34% | -$378K | 0.01% | 624 |
|
|
2024
Q3 | $1.16M | Buy |
16,103
+2,179
| +16% | +$156K | 0.02% | 498 |
|
|
2024
Q2 | $904K | Sell |
13,924
-100
| -0.7% | -$6.5K | 0.02% | 538 |
|
|
2024
Q1 | $924K | Sell |
14,024
-80
| -0.6% | -$5.27K | 0.02% | 517 |
|
|
2023
Q4 | $884K | Sell |
14,104
-2,142
| -13% | -$134K | 0.03% | 501 |
|
|
2023
Q3 | $955K | Sell |
16,246
-75
| -0.5% | -$4.41K | 0.03% | 448 |
|
|
2023
Q2 | $1.03M | Sell |
16,321
-127
| -0.8% | -$7.98K | 0.04% | 401 |
|
|
2023
Q1 | $1.03M | Buy |
16,448
+80
| +0.5% | +$4.99K | 0.04% | 390 |
|
|
2022
Q4 | $1.05M | Sell |
16,368
-33
| -0.2% | -$2.11K | 0.05% | 338 |
|
|
2022
Q3 | $948K | Buy |
16,401
+272
| +2% | +$15.7K | 0.05% | 341 |
|
|
2022
Q2 | $1M | Buy |
16,129
+3,612
| +29% | +$224K | 0.05% | 366 |
|
|
2022
Q1 | $840K | Sell |
12,517
-1,741
| -12% | -$117K | 0.04% | 439 |
|
|
2021
Q4 | $979K | Buy |
14,258
+671
| +5% | +$46.1K | 0.04% | 410 |
|
|
2021
Q3 | $827K | Buy |
13,587
+6
| +0% | +$365 | 0.04% | 420 |
|
|
2021
Q2 | $832K | Buy |
13,581
+816
| +6% | +$50K | 0.04% | 420 |
|
|
2021
Q1 | $745K | Buy |
12,765
+543
| +4% | +$31.7K | 0.04% | 417 |
|
|
2020
Q4 | $687K | Buy |
12,222
+250
| +2% | +$14.1K | 0.05% | 368 |
|
|
2020
Q3 | $642K | Sell |
11,972
-190
| -2% | -$10.2K | 0.06% | 312 |
|
|
2020
Q2 | $604K | Sell |
12,162
-1,987
| -14% | -$98.7K | 0.06% | 292 |
|
|
2020
Q1 | $664K | Sell |
14,149
-1,022
| -7% | -$48K | 0.09% | 230 |
|
|
2019
Q4 | $885K | Buy |
15,171
+2,515
| +20% | +$147K | 0.11% | 208 |
|
|
2019
Q3 | $733K | Sell |
12,656
-1,757
| -12% | -$102K | 0.12% | 192 |
|
|
2019
Q2 | $793K | Sell |
14,413
-11,426
| -44% | -$629K | 0.13% | 184 |
|
|
2019
Q1 | $1.36M | Buy |
+25,839
| New | +$1.36M | 0.21% | 133 |
|