KWA
Kingswood Wealth Advisors’s Barings BDC BBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,611
| Closed | -$158K | – | 749 |
|
|
2025
Q1 | $158K | Sell |
16,611
-16,181
| -49% | -$154K | 0.01% | 690 |
|
|
2024
Q4 | $314K | Buy |
+32,792
| New | +$314K | 0.02% | 592 |
|
|
2024
Q1 | – | Sell |
-18,720
| Closed | -$161K | – | 624 |
|
|
2023
Q4 | $161K | Buy |
+18,720
| New | +$161K | 0.02% | 596 |
|
|
2023
Q3 | – | Sell |
-18,290
| Closed | -$143K | – | 424 |
|
|
2023
Q2 | $143K | Buy |
+18,290
| New | +$143K | 0.05% | 260 |
|