KWA
Kingswood Wealth Advisors’s Spotify SPOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $896K | Sell |
1,168
-6,209
| -84% | -$4.76M | 0.07% | 282 |
|
2025
Q1 | $4.06M | Buy |
7,377
+2,935
| +66% | +$1.61M | 0.37% | 53 |
|
2024
Q4 | $1.99M | Buy |
4,442
+328
| +8% | +$147K | 0.15% | 153 |
|
2024
Q3 | $1.52M | Buy |
4,114
+1,951
| +90% | +$719K | 0.11% | 216 |
|
2024
Q2 | $679K | Buy |
+2,163
| New | +$679K | 0.06% | 311 |
|