KWA
MFV

Kingswood Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Kingswood Wealth Advisors’s Portfolio MFV Stock Details MFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$169K – 714
2023
Q4 		$169K Buy
+15,000
New +$169K 0.02% 594