Kingswood Wealth Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,458
| Closed | -$593K | – | 904 |
|
|
2024
Q3 | $593K | Hold |
3,458
| – | – | 0.04% | 413 |
|
|
2024
Q2 | $603K | Hold |
3,458
| – | – | 0.05% | 341 |
|
|
2024
Q1 | $533K | Hold |
3,458
| – | – | 0.06% | 331 |
|
|
2023
Q4 | $471K | Sell |
3,458
-67
| -2% | -$9.12K | 0.05% | 359 |
|
|
2023
Q3 | $438K | Buy |
+3,525
| New | +$438K | 0.07% | 273 |
|