KWA
MTN icon

Kingswood Wealth Advisors’s Vail Resorts MTN Stock Holding History

Kingswood Wealth Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
6,787
+369
+6% +$58K 0.08% 253
2025
Q1 		$1.03M Buy
+6,418
New +$1.03M 0.09% 237