MSWA
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Marshall & Sterling Wealth Advisors’s Kyndryl KD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.7K Hold
874
– – 0.02% 196
2025
Q1 		$27.4K Hold
874
– – 0.02% 226
2024
Q4 		$30.2K Buy
+874
New +$30.2K 0.02% 171