KWA
X

Kingswood Wealth Advisors’s US Steel X Stock Holding History

Kingswood Wealth Advisors’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,534
Closed -$868K – 797
2025
Q1 		$868K Buy
+20,534
New +$868K 0.08% 275
2024
Q1 		– Sell
-7,670
Closed -$373K – 706
2023
Q4 		$373K Buy
7,670
+1,070
+16% +$52.1K 0.04% 412
2023
Q3 		$214K Buy
+6,600
New +$214K 0.04% 382