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 |
|