KWA
Kingswood Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
1,150
-373
| -24% | -$95.7K | 0.02% | 577 |
|
|
2025
Q1 | $306K | Sell |
1,523
-220
| -13% | -$44.2K | 0.03% | 541 |
|
|
2024
Q4 | $433K | Buy |
+1,743
| New | +$433K | 0.03% | 484 |
|
|
2024
Q3 | – | Sell |
-1,230
| Closed | -$304K | – | 767 |
|
|
2024
Q2 | $304K | Sell |
1,230
-320
| -21% | -$79.2K | 0.03% | 515 |
|
|
2024
Q1 | $360K | Buy |
+1,550
| New | +$360K | 0.04% | 428 |
|