KWA
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Kingswood Wealth Advisors’s Manulife Financial MFC Stock Holding History

Kingswood Wealth Advisors’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,385
Closed -$350K – 788
2024
Q4 		$350K Buy
+11,385
New +$350K 0.03% 554