Kingswood Wealth Advisors, LLC FS ENERGY & PWR FD COM SH BEN INT Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024
Number of Shares
49,296
Previous 49,297 0.0%
Holding current value
$169 Million
Previous $182 Million 7.19%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
N/A
-1 Reduced -0.0%
49,296 $169 Million
Q4 2023

Jan 16, 2024
BUY
N/A
31,743 Added 180.83%
49,297 $182 Million
Q3 2023

Oct 23, 2023
SELL
N/A
-27,920 Reduced 61.4%
17,554 $64.9 Million
Q2 2023

Aug 09, 2023
BUY
N/A
45,474 New
45,474 $172 Million
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