KWA
PPBT
Kingswood Wealth Advisors’s Purple Biotech PPBT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.4K | Hold |
16,797
| – | – | ﹤0.01% | 740 |
|
2025
Q1 | $44.3K | Sell |
16,797
-16,797
| -50% | -$44.3K | ﹤0.01% | 718 |
|
2024
Q4 | $158K | Buy |
+33,594
| New | +$158K | 0.01% | 752 |
|
2024
Q3 | – | Sell |
-208,060
| Closed | -$84.7K | – | 732 |
|
2024
Q2 | $84.7K | Buy |
208,060
+21,960
| +12% | +$8.94K | 0.01% | 645 |
|
2024
Q1 | $125K | Buy |
186,100
+11,000
| +6% | +$7.37K | 0.01% | 589 |
|
2023
Q4 | $137K | Buy |
175,100
+44,450
| +34% | +$34.7K | 0.02% | 600 |
|
2023
Q3 | $140K | Buy |
130,650
+2,700
| +2% | +$2.89K | 0.02% | 394 |
|
2023
Q2 | $178K | Buy |
+127,950
| New | +$178K | 0.06% | 251 |
|