Kingswood Wealth Advisors’s Diamondback Energy FANG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,357
| Closed | -$222K | – | 758 |
|
|
2024
Q4 | $222K | Sell |
1,357
-314
| -19% | -$51.4K | 0.02% | 707 |
|
|
2024
Q3 | $288K | Buy |
1,671
+608
| +57% | +$105K | 0.02% | 578 |
|
|
2024
Q2 | $213K | Buy |
+1,063
| New | +$213K | 0.02% | 618 |
|
|
2024
Q1 | – | Sell |
-1,480
| Closed | -$229K | – | 643 |
|
|
2023
Q4 | $229K | Buy |
+1,480
| New | +$229K | 0.03% | 545 |
|