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 |
|