Kingswood Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-410
| Closed | -$232K | – | 776 |
|
|
2025
Q1 | $232K | Sell |
410
-16
| -4% | -$9.05K | 0.02% | 631 |
|
|
2024
Q4 | $256K | Sell |
426
-1,440
| -77% | -$864K | 0.02% | 662 |
|
|
2024
Q3 | $1.09M | Sell |
1,866
-165
| -8% | -$96.2K | 0.08% | 271 |
|
|
2024
Q2 | $978K | Buy |
2,031
+152
| +8% | +$73.2K | 0.09% | 238 |
|
|
2024
Q1 | $1.05M | Buy |
1,879
+16
| +0.9% | +$8.97K | 0.12% | 193 |
|
|
2023
Q4 | $1.05M | Buy |
1,863
+49
| +3% | +$27.7K | 0.12% | 186 |
|
|
2023
Q3 | $931K | Buy |
+1,814
| New | +$931K | 0.16% | 151 |
|