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Kingswood Wealth Advisors’s SPS Commerce SPSC Stock Holding History

Kingswood Wealth Advisors’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,372
Closed -$460K – 690
2023
Q4 		$460K Buy
+2,372
New +$460K 0.05% 367