CAPTRUST Financial Advisors’s Global X Conscious Companies ETF KRMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,489
| Closed | -$122K | – | 3150 |
|
|
2020
Q2 | $122K | Hold |
5,489
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q1 | $96K | Buy |
+5,489
| New | +$96K | ﹤0.01% | 1138 |
|
|
2019
Q4 | – | Sell |
-4,904
| Closed | -$109K | – | 1431 |
|
|
2019
Q3 | $109K | Hold |
4,904
| – | – | ﹤0.01% | 747 |
|
|
2019
Q2 | $108K | Hold |
4,904
| – | – | ﹤0.01% | 729 |
|
|
2019
Q1 | $103K | Hold |
4,904
| – | – | ﹤0.01% | 689 |
|
|
2018
Q4 | $92K | Hold |
4,904
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $104K | Buy |
+4,904
| New | +$104K | ﹤0.01% | 583 |
|