KWA
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Kingswood Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kingswood Wealth Advisors’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,787
Closed -$254K – 679
2023
Q4 		$254K Buy
+20,787
New +$254K 0.03% 520