DWM
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Dakota Wealth Management’s Kyndryl KD Stock Holding History

Dakota Wealth Management’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35,281
Closed -$1.22M – 778
2024
Q4 		$1.22M Buy
+35,281
New +$1.22M 0.03% 326