KWA
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Kingswood Wealth Advisors’s IDEX IEX Stock Holding History

Kingswood Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,158
Closed -$233K – 709
2024
Q2 		$233K Buy
+1,158
New +$233K 0.02% 593
2024
Q1 		– Sell
-1,158
Closed -$251K – 654
2023
Q4 		$251K Buy
+1,158
New +$251K 0.03% 521