KWA
Kingswood Wealth Advisors’s Biogen BIIB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,509
| Closed | -$231K | – | 734 |
|
2024
Q4 | $231K | Sell |
1,509
-901
| -37% | -$138K | 0.02% | 696 |
|
2024
Q3 | $467K | Buy |
2,410
+1,020
| +73% | +$198K | 0.03% | 467 |
|
2024
Q2 | $322K | Sell |
1,390
-169
| -11% | -$39.2K | 0.03% | 500 |
|
2024
Q1 | $336K | Buy |
+1,559
| New | +$336K | 0.04% | 447 |
|
2023
Q4 | – | Sell |
-1,006
| Closed | -$259K | – | 644 |
|
2023
Q3 | $259K | Buy |
+1,006
| New | +$259K | 0.04% | 348 |
|