KWA
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Kingswood Wealth Advisors’s RH RH Stock Holding History

Kingswood Wealth Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,388
Closed -$405K – 683
2023
Q4 		$405K Buy
+1,388
New +$405K 0.05% 396