KWA
VFL
Kingswood Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,525
| Closed | -$299K | – | 826 |
|
|
2024
Q4 | $299K | Buy |
29,525
+2,000
| +7% | +$20.3K | 0.02% | 606 |
|
|
2024
Q3 | $307K | Hold |
27,525
| – | – | 0.02% | 567 |
|
|
2024
Q2 | $291K | Hold |
27,525
| – | – | 0.03% | 529 |
|
|
2024
Q1 | $285K | Buy |
27,525
+9,325
| +51% | +$96.6K | 0.03% | 495 |
|
|
2023
Q4 | $186K | Buy |
+18,200
| New | +$186K | 0.02% | 585 |
|