BFA
Beaumont Financial Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,157
| Closed | -$290K | – | 377 |
|
2021
Q2 | $290K | Sell |
4,157
-110
| -3% | -$7.67K | 0.02% | 294 |
|
2021
Q1 | $326K | Sell |
4,267
-300
| -7% | -$22.9K | 0.03% | 258 |
|
2020
Q4 | $351K | Sell |
4,567
-290
| -6% | -$22.3K | 0.03% | 242 |
|
2020
Q3 | $331K | Sell |
4,857
-164
| -3% | -$11.2K | 0.03% | 250 |
|
2020
Q2 | $311K | Hold |
5,021
| – | – | 0.03% | 229 |
|
2020
Q1 | $227K | Buy |
5,021
+2
| +0% | +$90 | 0.03% | 214 |
|
2019
Q4 | $244K | Sell |
5,019
-829
| -14% | -$40.3K | 0.02% | 251 |
|
2019
Q3 | $242K | Sell |
5,848
-710
| -11% | -$29.4K | 0.02% | 239 |
|
2019
Q2 | $288K | Buy |
6,558
+855
| +15% | +$37.5K | 0.03% | 200 |
|
2019
Q1 | $269K | Sell |
5,703
-86
| -1% | -$4.06K | 0.03% | 196 |
|
2018
Q4 | $217K | Sell |
5,789
-3,134
| -35% | -$117K | 0.04% | 180 |
|
2018
Q3 | $436K | Sell |
8,923
-99,283
| -92% | -$4.85M | 0.04% | 158 |
|
2018
Q2 | $6.45M | Buy |
108,206
+98,467
| +1,011% | +$5.87M | 0.68% | 42 |
|
2018
Q1 | $598K | Buy |
+9,739
| New | +$598K | 0.07% | 119 |
|