Kingswood Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
26,268
+30
+0.1% +$1.31K 0.09% 236
2025
Q1
$996K Sell
26,238
-23,366
-47% -$887K 0.09% 245
2024
Q4
$2M Buy
49,604
+23,085
+87% +$933K 0.15% 151
2024
Q3
$1.09M Sell
26,519
-2,174
-8% -$89.2K 0.08% 272
2024
Q2
$1.06M Sell
28,693
-586
-2% -$21.7K 0.1% 221
2024
Q1
$1.17M Sell
29,279
-1,437
-5% -$57.2K 0.13% 176
2023
Q4
$1.06M Buy
+30,716
New +$1.06M 0.12% 185
2023
Q3
Sell
-24,075
Closed -$757K 466
2023
Q2
$757K Buy
+24,075
New +$757K 0.24% 100