KWA
Kingswood Wealth Advisors’s RTX Corp RTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.75M | Sell |
32,504
-2,014
| -6% | -$294K | 0.37% | 50 |
|
2025
Q1 | $4.57M | Sell |
34,518
-4,121
| -11% | -$546K | 0.42% | 42 |
|
2024
Q4 | $4.47M | Sell |
38,639
-11,631
| -23% | -$1.35M | 0.34% | 54 |
|
2024
Q3 | $6.09M | Buy |
50,270
+744
| +2% | +$90.1K | 0.43% | 44 |
|
2024
Q2 | $4.97M | Buy |
49,526
+12,459
| +34% | +$1.25M | 0.45% | 40 |
|
2024
Q1 | $3.62M | Sell |
37,067
-5,942
| -14% | -$580K | 0.42% | 44 |
|
2023
Q4 | $3.62M | Buy |
43,009
+13,094
| +44% | +$1.1M | 0.41% | 46 |
|
2023
Q3 | $2.45M | Sell |
29,915
-770
| -3% | -$62.9K | 0.42% | 61 |
|
2023
Q2 | $3.01M | Buy |
+30,685
| New | +$3.01M | 0.96% | 23 |
|