KWA
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Kingswood Wealth Advisors’s Entergy ETR Stock Holding History

Kingswood Wealth Advisors’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,676
Closed -$203K – 757
2024
Q4 		$203K Sell
2,676
-700
-21% -$53.1K 0.02% 733
2024
Q3 		$222K Buy
+3,376
New +$222K 0.02% 645