KWA
CTR

Kingswood Wealth Advisors’s ClearBridge MLP and Midstream Total Return Fund Inc. CTR Stock Holding History

Kingswood Wealth Advisors’s Portfolio CTR Stock Details CTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,100
Closed -$295K – 721
2024
Q1 		$295K Hold
7,100
– – 0.03% 483
2023
Q4 		$257K Buy
+7,100
New +$257K 0.03% 515