CAPTRUST Financial 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 | $821K | Sell |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $879K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $4.78M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $27K | Sell |
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|
2021
Q2 | $28K | Buy |
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