Carson Wealth (CWM LLC)’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Hold |
2,391
| – | – | ﹤0.01% | 3105 |
|
|
2025
Q1 | $59K | Hold |
2,391
| – | – | ﹤0.01% | 2835 |
|
|
2024
Q4 | $60K | Hold |
2,391
| – | – | ﹤0.01% | 2659 |
|
|
2024
Q3 | $63K | Hold |
2,391
| – | – | ﹤0.01% | 2521 |
|
|
2024
Q2 | $59K | Hold |
2,391
| – | – | ﹤0.01% | 2353 |
|
|
2024
Q1 | $58K | Hold |
2,391
| – | – | ﹤0.01% | 2204 |
|
|
2023
Q4 | $55K | Hold |
2,391
| – | – | ﹤0.01% | 2114 |
|
|
2023
Q3 | $51K | Hold |
2,391
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q2 | $54K | Hold |
2,391
| – | – | ﹤0.01% | 1920 |
|
|
2023
Q1 | $53K | Hold |
2,391
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q4 | $51K | Buy |
+2,391
| New | +$51K | ﹤0.01% | 1718 |
|