KWA
Kingswood Wealth Advisors’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
2,284
+366
| +19% | +$71.7K | 0.04% | 444 |
|
|
2025
Q1 | $216K | Buy |
+1,918
| New | +$216K | 0.02% | 662 |
|
|
2024
Q2 | – | Sell |
-23,729
| Closed | -$2.3M | – | 697 |
|
|
2024
Q1 | $2.3M | Sell |
23,729
-3,629
| -13% | -$351K | 0.27% | 87 |
|
|
2023
Q4 | $2.28M | Buy |
27,358
+132
| +0.5% | +$11K | 0.26% | 83 |
|
|
2023
Q3 | $1.72M | Buy |
+27,226
| New | +$1.72M | 0.29% | 87 |
|