KWM
Kingsview Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
53,710
-14,330
| -21% | -$2.72M | 0.17% | 101 |
|
|
2025
Q1 | $10.9M | Buy |
68,040
+7,933
| +13% | +$1.27M | 0.2% | 102 |
|
|
2024
Q4 | $11.4M | Buy |
+60,107
| New | +$11.4M | 0.22% | 86 |
|
|
2024
Q3 | – | Sell |
-41,113
| Closed | -$6.21M | – | 1163 |
|
|
2024
Q2 | $6.21M | Sell |
41,113
-193
| -0.5% | -$29.2K | 0.15% | 153 |
|
|
2024
Q1 | $6.44M | Buy |
41,306
+33,399
| +422% | +$5.21M | 0.16% | 144 |
|
|
2023
Q4 | $1.19M | Sell |
7,907
-5,276
| -40% | -$793K | 0.04% | 414 |
|
|
2023
Q3 | $1.67M | Buy |
+13,183
| New | +$1.67M | 0.06% | 321 |
|
|
2023
Q2 | – | Sell |
-2,232
| Closed | -$275K | – | 987 |
|
|
2023
Q1 | $275K | Buy |
+2,232
| New | +$275K | 0.01% | 736 |
|