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Kingswood Wealth Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Kingswood Wealth Advisors’s Portfolio MSDL Stock Details MSDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,713
Closed -$671K – 721
2024
Q2 		$671K Buy
30,713
+12,076
+65% +$264K 0.06% 313
2024
Q1 		$402K Buy
+18,637
New +$402K 0.05% 398