KWA
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Kingswood Wealth Advisors’s Tapestry TPR Stock Holding History

Kingswood Wealth Advisors’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,134
Closed -$241K – 894
2024
Q3 		$241K Sell
5,134
-156
-3% -$7.33K 0.02% 629
2024
Q2 		$226K Sell
5,290
-30
-0.6% -$1.28K 0.02% 605
2024
Q1 		$253K Buy
+5,320
New +$253K 0.03% 533