HGWM
Harvest Group Wealth Management’s Global X Conscious Companies ETF KRMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $23K | Sell |
779
-30
| -4% | -$885 | 0.01% | 74 |
|
|
2022
Q4 | $22.4K | Hold |
809
| – | – | 0.01% | 75 |
|
|
2022
Q3 | $22K | Sell |
809
-3,937
| -83% | -$107K | 0.01% | 75 |
|
|
2022
Q2 | $137K | Sell |
4,746
-2,398
| -34% | -$69.2K | 0.08% | 57 |
|
|
2022
Q1 | $232K | Sell |
7,144
-53,320
| -88% | -$1.73M | 0.13% | 44 |
|
|
2021
Q4 | $2.08M | Buy |
60,464
+28,880
| +91% | +$995K | 1.17% | 23 |
|
|
2021
Q3 | $990K | Buy |
31,584
+7,766
| +33% | +$243K | 0.58% | 24 |
|
|
2021
Q2 | $745K | Buy |
23,818
+14,361
| +152% | +$449K | 0.44% | 24 |
|
|
2021
Q1 | $290K | Buy |
9,457
+5,428
| +135% | +$166K | 0.18% | 25 |
|
|
2020
Q4 | $110K | Hold |
4,029
| – | – | 0.07% | 65 |
|
|
2020
Q3 | $98K | Buy |
4,029
+3,128
| +347% | +$76.1K | 0.07% | 58 |
|
|
2020
Q2 | $19K | Buy |
901
+60
| +7% | +$1.27K | 0.02% | 162 |
|
|
2020
Q1 | $15K | Buy |
+841
| New | +$15K | 0.02% | 164 |
|