KWM
Kingsview Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
59,929
+5,786
| +11% | +$491K | 0.09% | 243 |
|
|
2025
Q1 | $5.06M | Buy |
54,143
+11,007
| +26% | +$1.03M | 0.1% | 216 |
|
|
2024
Q4 | $3.7M | Buy |
43,136
+5,325
| +14% | +$456K | 0.07% | 258 |
|
|
2024
Q3 | $3.32M | Buy |
37,811
+9,339
| +33% | +$820K | 0.07% | 255 |
|
|
2024
Q2 | $2.6M | Buy |
28,472
+1,514
| +6% | +$138K | 0.06% | 285 |
|
|
2024
Q1 | $2.55M | Buy |
26,958
+7,597
| +39% | +$717K | 0.06% | 287 |
|
|
2023
Q4 | $1.62M | Sell |
19,361
-7,680
| -28% | -$644K | 0.05% | 329 |
|
|
2023
Q3 | $2.44M | Buy |
27,041
+5,257
| +24% | +$475K | 0.09% | 237 |
|
|
2023
Q2 | $1.77M | Sell |
21,784
-10,710
| -33% | -$869K | 0.07% | 265 |
|
|
2023
Q1 | $2.69M | Sell |
32,494
-316,760
| -91% | -$26.2M | 0.11% | 194 |
|
|
2022
Q4 | $30.5M | Buy |
349,254
+313,514
| +877% | +$27.4M | 1.33% | 9 |
|
|
2022
Q3 | $2.57M | Sell |
35,740
-26,556
| -43% | -$1.91M | 0.12% | 190 |
|
|
2022
Q2 | $4.46M | Sell |
62,296
-33,083
| -35% | -$2.37M | 0.21% | 120 |
|
|
2022
Q1 | $7.29M | Sell |
95,379
-188,946
| -66% | -$14.4M | 0.32% | 71 |
|
|
2021
Q4 | $15.8M | Buy |
284,325
+106,521
| +60% | +$5.91M | 0.66% | 28 |
|
|
2021
Q3 | $9.26M | Buy |
177,804
+4,444
| +3% | +$231K | 0.44% | 44 |
|
|
2021
Q2 | $9.5M | Sell |
173,360
-138,496
| -44% | -$7.59M | 0.47% | 37 |
|
|
2021
Q1 | $15.7M | Sell |
311,856
-34,034
| -10% | -$1.71M | 0.89% | 12 |
|
|
2020
Q4 | $13.1M | Buy |
345,890
+178,926
| +107% | +$6.78M | 0.95% | 17 |
|
|
2020
Q3 | $5M | Buy |
166,964
+161,008
| +2,703% | +$4.82M | 0.45% | 53 |
|
|
2020
Q2 | $225K | Buy |
+5,956
| New | +$225K | 0.02% | 502 |
|
|
2020
Q1 | – | Sell |
-74,379
| Closed | -$4.47M | – | 536 |
|
|
2019
Q4 | $4.47M | Sell |
74,379
-1,410
| -2% | -$84.7K | 0.56% | 46 |
|
|
2019
Q3 | $4.49M | Buy |
75,789
+15,771
| +26% | +$934K | 0.71% | 34 |
|
|
2019
Q2 | $3.82M | Sell |
60,018
-435
| -0.7% | -$27.7K | 0.64% | 40 |
|
|
2019
Q1 | $4M | Buy |
+60,453
| New | +$4M | 0.61% | 36 |
|
|
2017
Q2 | – | Sell |
-3,768
| Closed | -$263K | – | 284 |
|
|
2017
Q1 | $263K | Buy |
+3,768
| New | +$263K | 0.16% | 192 |
|