Kapstone Financial Advisors’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Buy
18,050
+4,900
+37% +$54.1K 0.1% 110
2025
Q1
$131K Hold
13,150
0.07% 108
2024
Q4
$132K Buy
+13,150
New +$132K 0.07% 111