KWA
Kingswood Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Sell |
46,302
-745
| -2% | -$411K | 2.02% | 5 |
|
|
2025
Q1 | $22.1M | Sell |
47,047
-10,263
| -18% | -$4.81M | 2.02% | 5 |
|
|
2024
Q4 | $29.3M | Buy |
57,310
+16,735
| +41% | +$8.56M | 2.2% | 5 |
|
|
2024
Q3 | $19.8M | Buy |
40,575
+11,304
| +39% | +$5.52M | 1.41% | 6 |
|
|
2024
Q2 | $14M | Buy |
29,271
+7,158
| +32% | +$3.43M | 1.26% | 9 |
|
|
2024
Q1 | $9.82M | Sell |
22,113
-8,053
| -27% | -$3.58M | 1.13% | 9 |
|
|
2023
Q4 | $12.4M | Buy |
30,166
+13,353
| +79% | +$5.47M | 1.4% | 8 |
|
|
2023
Q3 | $7.41M | Buy |
16,813
+13,427
| +397% | +$5.91M | 1.27% | 10 |
|
|
2023
Q2 | $1.25M | Buy |
+3,386
| New | +$1.25M | 0.4% | 62 |
|