KWA
XYZ
Kingswood Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
3,716
-2,107
| -36% | -$143K | 0.02% | 621 |
|
|
2025
Q1 | $317K | Sell |
5,823
-955
| -14% | -$52K | 0.03% | 529 |
|
|
2024
Q4 | $576K | Buy |
+6,778
| New | +$576K | 0.04% | 402 |
|
|
2024
Q2 | – | Sell |
-3,396
| Closed | -$287K | – | 720 |
|
|
2024
Q1 | $287K | Sell |
3,396
-1,835
| -35% | -$155K | 0.03% | 491 |
|
|
2023
Q4 | $405K | Buy |
+5,231
| New | +$405K | 0.05% | 395 |
|