KWA
Kingswood Wealth Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
9,934
+758
| +8% | +$20.8K | 0.02% | 601 |
|
|
2025
Q1 | $258K | Sell |
9,176
-1,990
| -18% | -$56K | 0.02% | 596 |
|
|
2024
Q4 | $297K | Sell |
11,166
-2,393
| -18% | -$63.7K | 0.02% | 612 |
|
|
2024
Q3 | $378K | Sell |
13,559
-1,491
| -10% | -$41.6K | 0.03% | 525 |
|
|
2024
Q2 | $374K | Buy |
15,050
+5,908
| +65% | +$147K | 0.03% | 465 |
|
|
2024
Q1 | $231K | Buy |
+9,142
| New | +$231K | 0.03% | 549 |
|
|
2023
Q4 | – | Sell |
-24,832
| Closed | -$555K | – | 652 |
|
|
2023
Q3 | $555K | Buy |
+24,832
| New | +$555K | 0.09% | 226 |
|