Carson Wealth (CWM LLC)’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-716
| Closed | -$15K | – | 4519 |
|
|
2023
Q4 | $15K | Hold |
716
| – | – | ﹤0.01% | 2941 |
|
|
2023
Q3 | $16K | Hold |
716
| – | – | ﹤0.01% | 2834 |
|
|
2023
Q2 | $17K | Hold |
716
| – | – | ﹤0.01% | 2743 |
|
|
2023
Q1 | $19K | Sell |
716
-29
| -4% | -$770 | ﹤0.01% | 2542 |
|
|
2022
Q4 | $19K | Hold |
745
| – | – | ﹤0.01% | 2409 |
|
|
2022
Q3 | $23K | Sell |
745
-3
| -0.4% | -$93 | ﹤0.01% | 2135 |
|
|
2022
Q2 | $29K | Hold |
748
| – | – | ﹤0.01% | 1908 |
|
|
2022
Q1 | $27K | Hold |
748
| – | – | ﹤0.01% | 1894 |
|
|
2021
Q4 | $32K | Buy |
+748
| New | +$32K | ﹤0.01% | 1757 |
|
|
2021
Q2 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q1 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q4 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q3 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q2 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q1 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q4 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q3 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q2 | $40K | Hold |
834
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q1 | $40K | Buy |
+834
| New | +$40K | ﹤0.01% | 1488 |
|