Parisi Gray Wealth Management’s UPHOLDINGS Compound Kings ETF KNGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-41
Closed -$1K 609
2021
Q2
$1K Buy
+41
New +$1.15K ﹤0.01% 604

Other funds holding KNGS

Parisi Gray Wealth Management's KNGS Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of UPHOLDINGS Compound Kings ETF (KNGS) in Q3 2021, closing a stake of 41 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in KNGS in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 4 funds tracked by Wall St. Rank hold KNGS as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining UPHOLDINGS Compound Kings ETF position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 41 UPHOLDINGS Compound Kings ETF shares in Q3 2021, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in UPHOLDINGS Compound Kings ETF in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's UPHOLDINGS Compound Kings ETF position peaked at $1K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held UPHOLDINGS Compound Kings ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.