KWM
Kingsview Wealth Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
47,618
-11,089
| -19% | -$2.84M | 0.21% | 86 |
|
|
2025
Q1 | $11.8M | Buy |
58,707
+5,756
| +11% | +$1.16M | 0.22% | 88 |
|
|
2024
Q4 | $13.2M | Buy |
52,951
+47,273
| +833% | +$11.7M | 0.26% | 67 |
|
|
2024
Q3 | $1.36M | Sell |
5,678
-24,421
| -81% | -$5.87M | 0.03% | 461 |
|
|
2024
Q2 | $7.45M | Sell |
30,099
-1,927
| -6% | -$477K | 0.18% | 130 |
|
|
2024
Q1 | $7.43M | Buy |
32,026
+21,021
| +191% | +$4.88M | 0.19% | 129 |
|
|
2023
Q4 | $2.47M | Buy |
11,005
+2,075
| +23% | +$466K | 0.07% | 237 |
|
|
2023
Q3 | $1.75M | Buy |
8,930
+3,424
| +62% | +$671K | 0.06% | 308 |
|
|
2023
Q2 | $1.22M | Sell |
5,506
-5,990
| -52% | -$1.33M | 0.05% | 349 |
|
|
2023
Q1 | $2.4M | Buy |
11,496
+577
| +5% | +$120K | 0.1% | 213 |
|
|
2022
Q4 | $1.83M | Buy |
10,919
+753
| +7% | +$126K | 0.08% | 244 |
|
|
2022
Q3 | $1.55M | Buy |
10,166
+6
| +0.1% | +$913 | 0.07% | 261 |
|
|
2022
Q2 | $1.54M | Sell |
10,160
-455
| -4% | -$69K | 0.07% | 265 |
|
|
2022
Q1 | $2.2M | Buy |
10,615
+920
| +9% | +$191K | 0.1% | 221 |
|
|
2021
Q4 | $2.36M | Hold |
9,695
| – | – | 0.1% | 213 |
|
|
2021
Q3 | $1.92M | Hold |
9,695
| – | – | 0.09% | 232 |
|
|
2021
Q2 | $1.84M | Buy |
9,695
+70
| +0.7% | +$13.3K | 0.09% | 238 |
|
|
2021
Q1 | $1.82M | Sell |
9,625
-360
| -4% | -$68.1K | 0.1% | 207 |
|
|
2020
Q4 | $1.71M | Hold |
9,985
| – | – | 0.12% | 183 |
|
|
2020
Q3 | $1.26M | Hold |
9,985
| – | – | 0.11% | 194 |
|
|
2020
Q2 | $1.12M | Sell |
9,985
-1,123
| -10% | -$126K | 0.11% | 188 |
|
|
2020
Q1 | $933K | Buy |
11,108
+1,349
| +14% | +$113K | 0.13% | 189 |
|
|
2019
Q4 | $1.03M | Buy |
9,759
+134
| +1% | +$14.2K | 0.13% | 192 |
|
|
2019
Q3 | $865K | Hold |
9,625
| – | – | 0.14% | 173 |
|
|
2019
Q2 | $812K | Buy |
9,625
+3,925
| +69% | +$331K | 0.14% | 179 |
|
|
2019
Q1 | $448K | Buy |
5,700
+700
| +14% | +$55K | 0.07% | 281 |
|
|
2018
Q4 | $324K | Buy |
+5,000
| New | +$324K | 0.07% | 274 |
|