KWA
Kingswood Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
56,816
+27,218
| +92% | +$3.61M | 0.6% | 24 |
|
|
2025
Q1 | $3.97M | Sell |
29,598
-13,699
| -32% | -$1.84M | 0.36% | 59 |
|
|
2024
Q4 | $5.68M | Buy |
43,297
+22,826
| +112% | +$3M | 0.43% | 40 |
|
|
2024
Q3 | $2.76M | Sell |
20,471
-1,486
| -7% | -$201K | 0.2% | 119 |
|
|
2024
Q2 | $2.66M | Buy |
21,957
+10,662
| +94% | +$1.29M | 0.24% | 93 |
|
|
2024
Q1 | $1.39M | Buy |
11,295
+148
| +1% | +$18.2K | 0.16% | 150 |
|
|
2023
Q4 | $1.31M | Buy |
+11,147
| New | +$1.31M | 0.15% | 158 |
|
|
2023
Q3 | – | Sell |
-6,469
| Closed | -$733K | – | 440 |
|
|
2023
Q2 | $733K | Buy |
+6,469
| New | +$733K | 0.23% | 103 |
|