KWA
TDW icon

Kingswood Wealth Advisors’s Tidewater TDW Stock Holding History

Kingswood Wealth Advisors’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,440
Closed -$669K – 693
2023
Q4 		$669K Buy
+10,440
New +$669K 0.08% 280