KWA
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Kingswood Wealth Advisors’s Polaris PII Stock Holding History

Kingswood Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,866
Closed -$322K – 781
2025
Q1 		$322K Sell
7,866
-348
-4% -$14.2K 0.03% 519
2024
Q4 		$473K Buy
8,214
+3,221
+65% +$186K 0.04% 457
2024
Q3 		$416K Buy
+4,993
New +$416K 0.03% 505