KWA
Kingswood Wealth Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
4,437
-65
| -1% | -$87K | 0.47% | 33 |
|
|
2025
Q1 | $4.2M | Buy |
4,502
+111
| +3% | +$104K | 0.38% | 50 |
|
|
2024
Q4 | $3.91M | Sell |
4,391
-4,956
| -53% | -$4.42M | 0.29% | 69 |
|
|
2024
Q3 | $6.63M | Sell |
9,347
-551
| -6% | -$391K | 0.47% | 36 |
|
|
2024
Q2 | $6.68M | Buy |
9,898
+1,759
| +22% | +$1.19M | 0.6% | 22 |
|
|
2024
Q1 | $4.94M | Sell |
8,139
-3,309
| -29% | -$2.01M | 0.57% | 24 |
|
|
2023
Q4 | $5.57M | Buy |
11,448
+9,286
| +430% | +$4.52M | 0.63% | 24 |
|
|
2023
Q3 | $3.9M | Sell |
2,162
-872
| -29% | -$1.57M | 0.67% | 30 |
|
|
2023
Q2 | $1.34M | Buy |
+3,034
| New | +$1.34M | 0.43% | 56 |
|