KWA
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Kingswood Wealth Advisors’s Towne Bank TOWN Stock Holding History

Kingswood Wealth Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Sell
6,947
-800
-10% -$27.3K 0.02% 647
2025
Q1 		$264K Sell
7,747
-3,000
-28% -$102K 0.02% 591
2024
Q4 		$366K Sell
10,747
-1,940
-15% -$66.1K 0.03% 539
2024
Q3 		$419K Buy
+12,687
New +$419K 0.03% 504