KWM
Kingsview Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
28,825
-133
| -0.5% | -$3.54K | 0.01% | 648 |
|
|
2025
Q1 | $789K | Sell |
28,958
-1,057
| -4% | -$28.8K | 0.01% | 609 |
|
|
2024
Q4 | $786K | Sell |
30,015
-503
| -2% | -$13.2K | 0.02% | 613 |
|
|
2024
Q3 | $887K | Sell |
30,518
-63,047
| -67% | -$1.83M | 0.02% | 566 |
|
|
2024
Q2 | $2.55M | Sell |
93,565
-509
| -0.5% | -$13.9K | 0.06% | 289 |
|
|
2024
Q1 | $2.63M | Buy |
94,074
+2,006
| +2% | +$56K | 0.07% | 272 |
|
|
2023
Q4 | $2.67M | Buy |
92,068
+641
| +0.7% | +$18.6K | 0.08% | 226 |
|
|
2023
Q3 | $2.39M | Sell |
91,427
-73,207
| -44% | -$1.91M | 0.09% | 242 |
|
|
2023
Q2 | $4.92M | Buy |
164,634
+1,989
| +1% | +$59.5K | 0.19% | 113 |
|
|
2023
Q1 | $5.02M | Sell |
162,645
-6,140
| -4% | -$190K | 0.21% | 107 |
|
|
2022
Q4 | $4.9M | Buy |
168,785
+3,992
| +2% | +$116K | 0.21% | 116 |
|
|
2022
Q3 | $4.88M | Sell |
164,793
-137
| -0.1% | -$4.06K | 0.23% | 99 |
|
|
2022
Q2 | $5.45M | Buy |
164,930
+6,584
| +4% | +$218K | 0.26% | 95 |
|
|
2022
Q1 | $5.99M | Sell |
158,346
-2,242
| -1% | -$84.8K | 0.26% | 90 |
|
|
2021
Q4 | $6.77M | Buy |
160,588
+3,992
| +3% | +$168K | 0.28% | 82 |
|
|
2021
Q3 | $6.47M | Buy |
156,596
+38,098
| +32% | +$1.57M | 0.31% | 72 |
|
|
2021
Q2 | $4.89M | Buy |
118,498
+16,537
| +16% | +$682K | 0.24% | 90 |
|
|
2021
Q1 | $4.02M | Buy |
101,961
+10,952
| +12% | +$432K | 0.23% | 102 |
|
|
2020
Q4 | $4.11M | Buy |
91,009
+12,300
| +16% | +$555K | 0.3% | 79 |
|
|
2020
Q3 | $3.68M | Buy |
78,709
+9,256
| +13% | +$433K | 0.33% | 74 |
|
|
2020
Q2 | $3.26M | Buy |
69,453
+12,259
| +21% | +$575K | 0.33% | 79 |
|
|
2020
Q1 | $2.7M | Sell |
57,194
-9,432
| -14% | -$446K | 0.36% | 78 |
|
|
2019
Q4 | $2.59M | Buy |
66,626
+11,045
| +20% | +$429K | 0.32% | 87 |
|
|
2019
Q3 | $2.28M | Sell |
55,581
-2,149
| -4% | -$88.2K | 0.36% | 76 |
|
|
2019
Q2 | $2.2M | Buy |
57,730
+2,137
| +4% | +$81.5K | 0.37% | 75 |
|
|
2019
Q1 | $2.02M | Buy |
55,593
+6,384
| +13% | +$232K | 0.31% | 95 |
|
|
2018
Q4 | $1.72M | Sell |
49,209
-11,816
| -19% | -$414K | 0.38% | 82 |
|
|
2018
Q3 | $2.06M | Buy |
61,025
+4,096
| +7% | +$138K | 0.42% | 67 |
|
|
2018
Q2 | $1.99M | Buy |
56,929
+159
| +0.3% | +$5.57K | 0.48% | 64 |
|
|
2018
Q1 | $1.99M | Sell |
56,770
-16,879
| -23% | -$593K | 0.5% | 64 |
|
|
2017
Q4 | $2.7M | Buy |
73,649
+36,810
| +100% | +$1.35M | 0.96% | 20 |
|
|
2017
Q3 | $2.65M | Buy |
36,839
+3,205
| +10% | +$231K | 1.17% | 14 |
|
|
2017
Q2 | $2.43M | Buy |
33,634
+12,558
| +60% | +$905K | 1.25% | 14 |
|
|
2017
Q1 | $1.47M | Buy |
+21,076
| New | +$1.47M | 0.87% | 24 |
|