Capital Planning Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $12.3M | Buy |
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2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $9.96M | Buy |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $10.4M | Sell |
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|
2022
Q4 | $9.65M | Sell |
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|
2022
Q3 | $9.19M | Sell |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $9.48M | Sell |
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|
2020
Q2 | $15.8M | Buy |
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|
2020
Q1 | $6.5M | Sell |
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|
2019
Q4 | $8.61M | Buy |
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|
2019
Q3 | $7.01M | Buy |
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|
2019
Q2 | $921K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $283K | Buy |
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|
2017
Q4 | $271K | Hold |
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|
2017
Q3 | $258K | Buy |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $223K | Buy |
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