Kingswood Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+2,566
New +$229K 0.02% 658
2025
Q1
Sell
-3,024
Closed -$234K 792
2024
Q4
$234K Buy
+3,024
New +$234K 0.02% 692