Kingswood Wealth Advisors’s STF Tactical Growth ETF TUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,242
Closed -$351K 752
2024
Q2
$351K Hold
10,242
0.03% 478
2024
Q1
$326K Sell
10,242
-10,140
-50% -$322K 0.04% 455
2023
Q4
$600K Sell
20,382
-474
-2% -$14K 0.07% 301
2023
Q3
$556K Buy
+20,856
New +$556K 0.1% 225