KWA
PDCC

Kingswood Wealth Advisors’s Pearl Diver Credit Company Inc. PDCC Stock Holding History

Kingswood Wealth Advisors’s Portfolio PDCC Stock Details PDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Hold
78,685
– – 0.11% 194
2025
Q1 		$1.49M Hold
78,685
– – 0.14% 177
2024
Q4 		$1.6M Sell
78,685
-2,235
-3% -$45.4K 0.12% 178
2024
Q3 		$1.62M Buy
+80,920
New +$1.62M 0.12% 206