KWA
GJH

Kingswood Wealth Advisors’s Synthetic Fixed-Income Sec STRATS 2004-06, 6.375% US Cellular Corp. GJH Stock Holding History

Kingswood Wealth Advisors’s Portfolio GJH Stock Details GJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,804
Closed -$139K – 687
2024
Q1 		$139K Hold
15,804
– – 0.02% 586
2023
Q4 		$134K Buy
+15,804
New +$134K 0.02% 603