KWA
Kingswood Wealth Advisors’s Ball Corp BALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,008
| Closed | -$365K | – | 748 |
|
|
2025
Q1 | $365K | Sell |
7,008
-4,447
| -39% | -$232K | 0.03% | 482 |
|
|
2024
Q4 | $632K | Buy |
11,455
+4,686
| +69% | +$258K | 0.05% | 376 |
|
|
2024
Q3 | $459K | Buy |
+6,769
| New | +$459K | 0.03% | 475 |
|
|
2023
Q4 | – | Sell |
-14,143
| Closed | -$704K | – | 643 |
|
|
2023
Q3 | $704K | Buy |
+14,143
| New | +$704K | 0.12% | 191 |
|