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Kingswood Wealth Advisors’s Agilent Technologies A Stock Holding History

Kingswood Wealth Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,735
Closed -$233K – 725
2024
Q4 		$233K Sell
1,735
-367
-17% -$49.3K 0.02% 693
2024
Q3 		$312K Sell
2,102
-7
-0.3% -$1.04K 0.02% 563
2024
Q2 		$273K Buy
+2,109
New +$273K 0.02% 550