KWM
Kingsview Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
238,902
+34,930
| +17% | +$2.83M | 0.33% | 53 |
|
|
2025
Q1 | $16.7M | Sell |
203,972
-54,622
| -21% | -$4.46M | 0.31% | 55 |
|
|
2024
Q4 | $20.3M | Sell |
258,594
-68,388
| -21% | -$5.38M | 0.4% | 44 |
|
|
2024
Q3 | $27.1M | Buy |
326,982
+147,833
| +83% | +$12.3M | 0.57% | 35 |
|
|
2024
Q2 | $13.7M | Sell |
179,149
-6,683
| -4% | -$512K | 0.32% | 60 |
|
|
2024
Q1 | $14.2M | Sell |
185,832
-127,268
| -41% | -$9.72M | 0.36% | 55 |
|
|
2023
Q4 | $22.6M | Buy |
313,100
+7,596
| +2% | +$547K | 0.67% | 25 |
|
|
2023
Q3 | $21M | Sell |
305,504
-51,496
| -14% | -$3.54M | 0.76% | 19 |
|
|
2023
Q2 | $26.5M | Buy |
357,000
+21,041
| +6% | +$1.56M | 1.04% | 16 |
|
|
2023
Q1 | $25.1M | Sell |
335,959
-56,954
| -14% | -$4.26M | 1.05% | 12 |
|
|
2022
Q4 | $29.3M | Buy |
392,913
+161,404
| +70% | +$12M | 1.27% | 11 |
|
|
2022
Q3 | $15.4M | Sell |
231,509
-18,754
| -7% | -$1.25M | 0.73% | 20 |
|
|
2022
Q2 | $18.1M | Buy |
250,263
+95,421
| +62% | +$6.89M | 0.86% | 12 |
|
|
2022
Q1 | $11.8M | Sell |
154,842
-54,458
| -26% | -$4.13M | 0.52% | 36 |
|
|
2021
Q4 | $16.1M | Buy |
209,300
+101,565
| +94% | +$7.83M | 0.67% | 24 |
|
|
2021
Q3 | $7.42M | Sell |
107,735
-2,335
| -2% | -$161K | 0.35% | 59 |
|
|
2021
Q2 | $7.68M | Sell |
110,070
-96,122
| -47% | -$6.71M | 0.38% | 49 |
|
|
2021
Q1 | $14M | Sell |
206,192
-20,816
| -9% | -$1.42M | 0.8% | 22 |
|
|
2020
Q4 | $15.3M | Buy |
227,008
+109,232
| +93% | +$7.37M | 1.11% | 9 |
|
|
2020
Q3 | $7.55M | Sell |
117,776
-3,798
| -3% | -$243K | 0.68% | 23 |
|
|
2020
Q2 | $7.13M | Sell |
121,574
-26,548
| -18% | -$1.56M | 0.71% | 25 |
|
|
2020
Q1 | $8.07M | Buy |
148,122
+42,616
| +40% | +$2.32M | 1.09% | 15 |
|
|
2019
Q4 | $6.65M | Buy |
105,506
+4,629
| +5% | +$292K | 0.83% | 20 |
|
|
2019
Q3 | $6.2M | Buy |
100,877
+12,102
| +14% | +$743K | 0.97% | 14 |
|
|
2019
Q2 | $5.16M | Buy |
88,775
+83,775
| +1,676% | +$4.86M | 0.87% | 20 |
|
|
2019
Q1 | $281K | Sell |
5,000
-200
| -4% | -$11.2K | 0.04% | 369 |
|
|
2018
Q4 | $264K | Hold |
5,200
| – | – | 0.06% | 307 |
|
|
2018
Q3 | $280K | Sell |
5,200
-150
| -3% | -$8.08K | 0.06% | 296 |
|
|
2018
Q2 | $276K | Sell |
5,350
-697
| -12% | -$36K | 0.07% | 274 |
|
|
2018
Q1 | $318K | Sell |
6,047
-691
| -10% | -$36.3K | 0.08% | 253 |
|
|
2017
Q4 | $383K | Sell |
6,738
-3,165
| -32% | -$180K | 0.14% | 207 |
|
|
2017
Q3 | $535K | Buy |
9,903
+390
| +4% | +$21.1K | 0.24% | 130 |
|
|
2017
Q2 | $523K | Sell |
9,513
-521
| -5% | -$28.6K | 0.27% | 118 |
|
|
2017
Q1 | $548K | Buy |
+10,034
| New | +$548K | 0.33% | 108 |
|