Kingswood Wealth Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,837
| Closed | -$337K | – | 777 |
|
|
2025
Q1 | $337K | Buy |
3,837
+872
| +29% | +$76.6K | 0.03% | 504 |
|
|
2024
Q4 | $344K | Sell |
2,965
-4,266
| -59% | -$495K | 0.03% | 558 |
|
|
2024
Q3 | $893K | Buy |
7,231
+1,166
| +19% | +$144K | 0.06% | 323 |
|
|
2024
Q2 | $781K | Sell |
6,065
-95
| -2% | -$12.2K | 0.07% | 287 |
|
|
2024
Q1 | $647K | Sell |
6,160
-119
| -2% | -$12.5K | 0.07% | 284 |
|
|
2023
Q4 | $554K | Buy |
6,279
+158
| +3% | +$13.9K | 0.06% | 320 |
|
|
2023
Q3 | $464K | Buy |
+6,121
| New | +$464K | 0.08% | 262 |
|