KWM
Kingsview Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Sell |
256,525
-2,129
| -0.8% | -$62.4K | 0.13% | 172 |
|
|
2025
Q1 | $7.56M | Sell |
258,654
-3,642
| -1% | -$106K | 0.14% | 157 |
|
|
2024
Q4 | $7.61M | Sell |
262,296
-5,153
| -2% | -$149K | 0.15% | 155 |
|
|
2024
Q3 | $7.87M | Buy |
+267,449
| New | +$7.87M | 0.17% | 135 |
|
|
2023
Q1 | – | Sell |
-9,456
| Closed | -$273K | – | 942 |
|
|
2022
Q4 | $273K | Buy |
+9,456
| New | +$273K | 0.01% | 695 |
|
|
2021
Q3 | – | Sell |
-8,755
| Closed | -$268K | – | 922 |
|
|
2021
Q2 | $268K | Sell |
8,755
-2,835
| -24% | -$86.8K | 0.01% | 731 |
|
|
2021
Q1 | $355K | Sell |
11,590
-32,027
| -73% | -$981K | 0.02% | 592 |
|
|
2020
Q4 | $1.34M | Buy |
43,617
+27,567
| +172% | +$846K | 0.1% | 216 |
|
|
2020
Q3 | $493K | Buy |
16,050
+1,009
| +7% | +$31K | 0.04% | 365 |
|
|
2020
Q2 | $462K | Sell |
15,041
-1,167
| -7% | -$35.8K | 0.05% | 345 |
|
|
2020
Q1 | $498K | Sell |
16,208
-350
| -2% | -$10.8K | 0.07% | 267 |
|
|
2019
Q4 | $496K | Buy |
16,558
+7,168
| +76% | +$215K | 0.06% | 284 |
|
|
2019
Q3 | $282K | Sell |
9,390
-40
| -0.4% | -$1.2K | 0.04% | 347 |
|
|
2019
Q2 | $283K | Sell |
9,430
-900
| -9% | -$27K | 0.05% | 332 |
|
|
2019
Q1 | $307K | Buy |
+10,330
| New | +$307K | 0.05% | 352 |
|