Geneos Wealth Management’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-600
| Closed | -$14.9K | – | 3184 |
|
|
2025
Q1 | $14.9K | Buy |
600
+300
| +100% | +$7.43K | ﹤0.01% | 2448 |
|
|
2024
Q4 | $7.58K | Hold |
300
| – | – | ﹤0.01% | 2172 |
|
|
2024
Q3 | $7.96K | Hold |
300
| – | – | ﹤0.01% | 1919 |
|
|
2024
Q2 | $7.34K | Hold |
300
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q1 | $7.24K | Hold |
300
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q4 | $6.92K | Hold |
300
| – | – | ﹤0.01% | 1642 |
|
|
2023
Q3 | $6.38K | Hold |
300
| – | – | ﹤0.01% | 1674 |
|
|
2023
Q2 | $6.79K | Hold |
300
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q1 | $6.68K | Hold |
300
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q4 | $6.42K | Buy |
+300
| New | +$6.42K | ﹤0.01% | 1648 |
|