KWS
Keystone Wealth Services’s VanEck Retail ETF RTH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $540K | Sell |
2,261
-1,740
| -43% | -$415K | 0.13% | 167 |
|
2025
Q1 | $903K | Sell |
4,001
-782
| -16% | -$177K | 0.24% | 98 |
|
2024
Q4 | $1.07M | Buy |
4,783
+1,345
| +39% | +$302K | 0.28% | 84 |
|
2024
Q3 | $750K | Buy |
+3,438
| New | +$750K | 0.21% | 107 |
|