KWM
Kingsview Wealth Management’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Sell |
237,014
-23,629
| -9% | -$959K | 0.16% | 117 |
|
|
2025
Q1 | $11.4M | Sell |
260,643
-4,245
| -2% | -$186K | 0.22% | 92 |
|
|
2024
Q4 | $11.4M | Buy |
+264,888
| New | +$11.4M | 0.22% | 85 |
|
|
2024
Q3 | – | Sell |
-148,890
| Closed | -$5.92M | – | 1162 |
|
|
2024
Q2 | $5.92M | Buy |
148,890
+5,027
| +3% | +$200K | 0.14% | 163 |
|
|
2024
Q1 | $6.2M | Buy |
143,863
+115,712
| +411% | +$4.99M | 0.16% | 149 |
|
|
2023
Q4 | $1.17M | Buy |
28,151
+10,630
| +61% | +$442K | 0.04% | 419 |
|
|
2023
Q3 | $696K | Buy |
+17,521
| New | +$696K | 0.03% | 532 |
|
|
2023
Q2 | – | Sell |
-7,580
| Closed | -$311K | – | 985 |
|
|
2023
Q1 | $311K | Buy |
+7,580
| New | +$311K | 0.01% | 700 |
|