GeoWealth Management’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
2025
Q1
Sell
-44
Closed -$1.72K 1486
2024
Q4
$1.72K Sell
44
-277,071
-100% -$10.8M ﹤0.01% 1659
2024
Q3
$10.8M Buy
277,115
+270,729
+4,239% +$10.6M 0.38% 45
2024
Q2
$236K Sell
6,386
-14,247
-69% -$527K 0.01% 641
2024
Q1
$747K Buy
20,633
+13,989
+211% +$507K 0.03% 350
2023
Q4
$222K Hold
6,644
0.02% 479
2023
Q3
$199K Sell
6,644
-866
-12% -$25.9K 0.02% 285
2023
Q2
$233K Sell
7,510
-573
-7% -$17.8K 0.03% 235
2023
Q1
$238K Buy
8,083
+1,037
+15% +$30.5K 0.03% 199
2022
Q4
$195K Buy
7,046
+6,426
+1,036% +$178K 0.02% 246
2022
Q3
$15K Sell
620
-56
-8% -$1.36K ﹤0.01% 321
2022
Q2
$19K Hold
676
﹤0.01% 306
2022
Q1
$21K Sell
676
-4,894
-88% -$152K ﹤0.01% 368
2021
Q4
$192K Buy
5,570
+4,965
+821% +$171K 0.02% 274
2021
Q3
$19K Buy
605
+132
+28% +$4.15K ﹤0.01% 373
2021
Q2
$15K Buy
473
+329
+228% +$10.4K ﹤0.01% 266
2021
Q1
$4K Buy
+144
New +$4K ﹤0.01% 202