KWA
Kingswood Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
67,999
-9,388
| -12% | -$467K | 0.27% | 85 |
|
|
2025
Q1 | $3.85M | Sell |
77,387
-2,951
| -4% | -$147K | 0.35% | 61 |
|
|
2024
Q4 | $3.98M | Buy |
80,338
+75,843
| +1,687% | +$3.76M | 0.3% | 66 |
|
|
2024
Q3 | $224K | Sell |
4,495
-613
| -12% | -$30.5K | 0.02% | 644 |
|
|
2024
Q2 | $254K | Buy |
+5,108
| New | +$254K | 0.02% | 576 |
|
|
2023
Q4 | – | Sell |
-9,983
| Closed | -$494K | – | 665 |
|
|
2023
Q3 | $494K | Buy |
+9,983
| New | +$494K | 0.08% | 247 |
|