KWA
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Kingswood Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Kingswood Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Buy
10,921
+240
+2% +$5.21K 0.02% 648
2025
Q1 		$203K Sell
10,681
-710
-6% -$13.5K 0.02% 682
2024
Q4 		$230K Buy
+11,391
New +$230K 0.02% 698