KWM
Kingsview Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
104,500
+18,179
| +21% | +$2.68M | 0.26% | 67 |
|
|
2025
Q1 | $11.3M | Buy |
86,321
+1,369
| +2% | +$179K | 0.21% | 94 |
|
|
2024
Q4 | $11.2M | Buy |
84,952
+68,024
| +402% | +$8.96M | 0.22% | 90 |
|
|
2024
Q3 | $2.29M | Sell |
16,928
-54,956
| -76% | -$7.44M | 0.05% | 338 |
|
|
2024
Q2 | $8.76M | Buy |
71,884
+3,908
| +6% | +$476K | 0.21% | 96 |
|
|
2024
Q1 | $8.56M | Sell |
67,976
-2,737
| -4% | -$345K | 0.21% | 107 |
|
|
2023
Q4 | $8.06M | Buy |
70,713
+1,421
| +2% | +$162K | 0.24% | 101 |
|
|
2023
Q3 | $7.02M | Buy |
69,292
+64,361
| +1,305% | +$6.52M | 0.25% | 91 |
|
|
2023
Q2 | $529K | Sell |
4,931
-250,377
| -98% | -$26.9M | 0.02% | 573 |
|
|
2023
Q1 | $25.8M | Buy |
255,308
+240,170
| +1,587% | +$24.3M | 1.08% | 10 |
|
|
2022
Q4 | $1.49M | Sell |
15,138
-56,441
| -79% | -$5.54M | 0.06% | 276 |
|
|
2022
Q3 | $5.93M | Sell |
71,579
-127,695
| -64% | -$10.6M | 0.28% | 88 |
|
|
2022
Q2 | $17.4M | Buy |
199,274
+130,380
| +189% | +$11.4M | 0.83% | 14 |
|
|
2022
Q1 | $7.09M | Buy |
68,894
+29,919
| +77% | +$3.08M | 0.31% | 74 |
|
|
2021
Q4 | $4.12M | Buy |
38,975
+10,339
| +36% | +$1.09M | 0.17% | 130 |
|
|
2021
Q3 | $2.8M | Sell |
28,636
-3,173
| -10% | -$310K | 0.13% | 169 |
|
|
2021
Q2 | $3.28M | Sell |
31,809
-729
| -2% | -$75.2K | 0.16% | 142 |
|
|
2021
Q1 | $3.21M | Buy |
32,538
+12,138
| +60% | +$1.2M | 0.18% | 127 |
|
|
2020
Q4 | $1.81M | Buy |
+20,400
| New | +$1.81M | 0.13% | 174 |
|
|
2019
Q4 | – | Sell |
-2,580
| Closed | -$200K | – | 491 |
|
|
2019
Q3 | $200K | Sell |
2,580
-1,318
| -34% | -$102K | 0.03% | 405 |
|
|
2019
Q2 | $302K | Sell |
3,898
-2,892
| -43% | -$224K | 0.05% | 320 |
|
|
2019
Q1 | $509K | Buy |
6,790
+852
| +14% | +$63.9K | 0.08% | 262 |
|
|
2018
Q4 | $382K | Sell |
5,938
-291
| -5% | -$18.7K | 0.08% | 246 |
|
|
2018
Q3 | $488K | Buy |
6,229
+151
| +2% | +$11.8K | 0.1% | 231 |
|
|
2018
Q2 | $435K | Sell |
6,078
-344
| -5% | -$24.6K | 0.1% | 210 |
|
|
2018
Q1 | $477K | Sell |
6,422
-2,000
| -24% | -$149K | 0.12% | 206 |
|
|
2017
Q4 | $637K | Sell |
8,422
-42,513
| -83% | -$3.22M | 0.23% | 138 |
|
|
2017
Q3 | $3.62M | Buy |
50,935
+3,297
| +7% | +$234K | 1.59% | 6 |
|
|
2017
Q2 | $3.25M | Buy |
47,638
+6,119
| +15% | +$417K | 1.67% | 5 |
|
|
2017
Q1 | $2.7M | Buy |
+41,519
| New | +$2.7M | 1.6% | 8 |
|