KWM
Kingsview Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
10,136
-276
| -3% | -$12.6K | 0.01% | 797 |
|
|
2025
Q1 | $481K | Sell |
10,412
-369
| -3% | -$17K | 0.01% | 733 |
|
|
2024
Q4 | $509K | Sell |
10,781
-160
| -1% | -$7.56K | 0.01% | 732 |
|
|
2024
Q3 | $526K | Sell |
10,941
-1,406
| -11% | -$67.7K | 0.01% | 701 |
|
|
2024
Q2 | $539K | Buy |
12,347
+35
| +0.3% | +$1.53K | 0.01% | 663 |
|
|
2024
Q1 | $544K | Sell |
12,312
-1,263
| -9% | -$55.8K | 0.01% | 643 |
|
|
2023
Q4 | $599K | Sell |
13,575
-2,071
| -13% | -$91.4K | 0.02% | 600 |
|
|
2023
Q3 | $617K | Sell |
15,646
-515
| -3% | -$20.3K | 0.02% | 561 |
|
|
2023
Q2 | $644K | Sell |
16,161
-159
| -1% | -$6.33K | 0.03% | 526 |
|
|
2023
Q1 | $691K | Buy |
16,320
+169
| +1% | +$7.16K | 0.03% | 491 |
|
|
2022
Q4 | $721K | Sell |
16,151
-448
| -3% | -$20K | 0.03% | 416 |
|
|
2022
Q3 | $673K | Buy |
16,599
+201
| +1% | +$8.15K | 0.03% | 434 |
|
|
2022
Q2 | $730K | Sell |
16,398
-433
| -3% | -$19.3K | 0.03% | 450 |
|
|
2022
Q1 | $825K | Sell |
16,831
-1,383
| -8% | -$67.8K | 0.04% | 449 |
|
|
2021
Q4 | $949K | Sell |
18,214
-4,907
| -21% | -$256K | 0.04% | 414 |
|
|
2021
Q3 | $1.09M | Sell |
23,121
-1,086
| -4% | -$51.2K | 0.05% | 347 |
|
|
2021
Q2 | $1.14M | Sell |
24,207
-1,336
| -5% | -$63K | 0.06% | 340 |
|
|
2021
Q1 | $1.19M | Sell |
25,543
-3,126
| -11% | -$145K | 0.07% | 293 |
|
|
2020
Q4 | $1.17M | Sell |
28,669
-1,400
| -5% | -$57K | 0.08% | 244 |
|
|
2020
Q3 | $998K | Buy |
30,069
+2,772
| +10% | +$92K | 0.09% | 222 |
|
|
2020
Q2 | $924K | Sell |
27,297
-1,108
| -4% | -$37.5K | 0.09% | 216 |
|
|
2020
Q1 | $941K | Buy |
28,405
+6,512
| +30% | +$216K | 0.13% | 186 |
|
|
2019
Q4 | $1.11M | Buy |
21,893
+8,540
| +64% | +$435K | 0.14% | 179 |
|
|
2019
Q3 | $653K | Buy |
13,353
+303
| +2% | +$14.8K | 0.1% | 213 |
|
|
2019
Q2 | $626K | Buy |
13,050
+2,913
| +29% | +$140K | 0.11% | 208 |
|
|
2019
Q1 | $476K | Buy |
10,137
+397
| +4% | +$18.6K | 0.07% | 275 |
|
|
2018
Q4 | $415K | Buy |
9,740
+2,437
| +33% | +$104K | 0.09% | 236 |
|
|
2018
Q3 | $361K | Buy |
+7,303
| New | +$361K | 0.07% | 264 |
|