KWM
Kingsview Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
420,328
+68,920
| +20% | +$2.85M | 0.29% | 57 |
|
|
2025
Q1 | $14.7M | Sell |
351,408
-98,192
| -22% | -$4.11M | 0.28% | 61 |
|
|
2024
Q4 | $18.3M | Sell |
449,600
-286,829
| -39% | -$11.7M | 0.36% | 50 |
|
|
2024
Q3 | $32.9M | Buy |
736,429
+419,857
| +133% | +$18.8M | 0.69% | 32 |
|
|
2024
Q2 | $12.2M | Buy |
316,572
+2,493
| +0.8% | +$95.8K | 0.29% | 67 |
|
|
2024
Q1 | $12.4M | Sell |
314,079
-261,317
| -45% | -$10.3M | 0.31% | 68 |
|
|
2023
Q4 | $23.1M | Sell |
575,396
-14,294
| -2% | -$573K | 0.69% | 24 |
|
|
2023
Q3 | $20.1M | Sell |
589,690
-129,494
| -18% | -$4.41M | 0.72% | 21 |
|
|
2023
Q2 | $27.1M | Buy |
719,184
+35,555
| +5% | +$1.34M | 1.06% | 14 |
|
|
2023
Q1 | $25.6M | Buy |
683,629
+664,704
| +3,512% | +$24.8M | 1.07% | 11 |
|
|
2022
Q4 | $699K | Sell |
18,925
-356,573
| -95% | -$13.2M | 0.03% | 422 |
|
|
2022
Q3 | $13.5M | Sell |
375,498
-35,358
| -9% | -$1.27M | 0.64% | 27 |
|
|
2022
Q2 | $16.8M | Buy |
410,856
+176,460
| +75% | +$7.21M | 0.8% | 16 |
|
|
2022
Q1 | $11.3M | Buy |
234,396
+188,608
| +412% | +$9.11M | 0.5% | 38 |
|
|
2021
Q4 | $2.37M | Sell |
45,788
-169,484
| -79% | -$8.78M | 0.1% | 211 |
|
|
2021
Q3 | $9.57M | Buy |
215,272
+67,163
| +45% | +$2.99M | 0.45% | 39 |
|
|
2021
Q2 | $6.59M | Buy |
148,109
+142,955
| +2,774% | +$6.36M | 0.33% | 63 |
|
|
2021
Q1 | $207K | Sell |
5,154
-421
| -8% | -$16.9K | 0.01% | 766 |
|
|
2020
Q4 | $204K | Sell |
5,575
-157,180
| -97% | -$5.75M | 0.01% | 653 |
|
|
2020
Q3 | $5.74M | Buy |
+162,755
| New | +$5.74M | 0.51% | 38 |
|
|
2019
Q4 | – | Sell |
-148,079
| Closed | -$5.83M | – | 492 |
|
|
2019
Q3 | $5.83M | Buy |
148,079
+20,707
| +16% | +$815K | 0.92% | 17 |
|
|
2019
Q2 | $4.68M | Sell |
127,372
-16,723
| -12% | -$615K | 0.79% | 27 |
|
|
2019
Q1 | $5.22M | Buy |
+144,095
| New | +$5.22M | 0.79% | 22 |
|
|
2018
Q4 | – | Sell |
-136,062
| Closed | -$4.44M | – | 380 |
|
|
2018
Q3 | $4.44M | Buy |
136,062
+7,115
| +6% | +$232K | 0.9% | 20 |
|
|
2018
Q2 | $4.22M | Buy |
+128,947
| New | +$4.22M | 1.01% | 17 |
|