Kingswood Wealth Advisors’s Towne Bank TOWN Stock Holding History

Kingswood Wealth Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$240K	Hold
2025 Q2	$237K	Sell
2025 Q1	$264K	Sell
2024 Q4	$366K	Sell
2024 Q3	$419K	Buy