Financial Architects (New Jersey)’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
2023
Q2
$690K Hold
22,242
0.1% 175
2023
Q1
$656K Sell
22,242
-344
-2% -$10.1K 0.11% 177
2022
Q4
$625K Sell
22,586
-1,793
-7% -$49.6K 0.1% 181
2022
Q3
$622K Buy
+24,379
New +$622K 0.11% 176
2022
Q2
Sell
-24,371
Closed -$790K 156
2022
Q1
$790K Sell
24,371
-910
-4% -$29.5K 0.11% 167
2021
Q4
$871K Hold
25,281
0.12% 160
2021
Q3
$793K Sell
25,281
-344
-1% -$10.8K 0.12% 154
2021
Q2
$802K Sell
25,625
-520
-2% -$16.3K 0.12% 153
2021
Q1
$762K Buy
26,145
+14
+0.1% +$408 0.12% 154
2020
Q4
$713K Sell
26,131
-909
-3% -$24.8K 0.13% 139
2020
Q3
$657K Sell
27,040
-411
-1% -$9.99K 0.14% 130
2020
Q2
$606K Sell
27,451
-155
-0.6% -$3.42K 0.14% 133
2020
Q1
$504K Buy
27,606
+253
+0.9% +$4.62K 0.14% 124
2019
Q4
$642K Buy
27,353
+5,215
+24% +$122K 0.14% 126
2019
Q3
$491K Buy
22,138
+1,165
+6% +$25.8K 0.11% 137
2019
Q2
$457K Buy
20,973
+3,075
+17% +$67K 0.09% 157
2019
Q1
$377K Buy
17,898
+1,334
+8% +$28.1K 0.06% 194
2018
Q4
$304K Buy
16,564
+3,917
+31% +$71.9K 0.06% 205
2018
Q3
$269K Buy
12,647
+264
+2% +$5.62K 0.04% 231
2018
Q2
$247K Buy
12,383
+1,285
+12% +$25.6K 0.04% 249
2018
Q1
$216K Buy
11,098
+3,635
+49% +$70.7K 0.04% 272
2017
Q4
$145K Buy
7,463
+5,668
+316% +$110K 0.02% 361
2017
Q3
$33K Buy
1,795
+1,279
+248% +$23.5K 0.01% 728
2017
Q2
$9K Buy
+516
New +$9K ﹤0.01% 1055