Lakeside Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Lakeside Advisors’s Portfolio KLDW Stock Details KLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,000	Closed	-$221K	–	66
2024 Q2	$221K	Sell	5,000 -800	-14%	-$35.2K	0.14%	60
2024 Q1	$259K	Hold	5,800	–	–	0.17%	56
2023 Q4	$242K	Hold	5,800	–	–	0.17%	57
2023 Q3	$223K	Hold	5,800	–	–	0.17%	55
2023 Q2	$237K	Hold	5,800	–	–	0.17%	54
2023 Q1	$230K	Hold	5,800	–	–	0.18%	53
2022 Q4	$209K	Buy	+5,800	New	+$207K	0.17%	54
2022 Q3	–	Sell	-5,800	Closed	-$206K	–	58
2022 Q2	$206K	Sell	5,800 -1,150	-17%	-$44.1K	0.18%	54
2022 Q1	$292K	Sell	6,950 -350	-5%	-$15.1K	0.22%	47
2021 Q4	$349K	Buy	+7,300	New	+$348K	0.26%	39

Lakeside Advisors's KLDW Position: Q3 2024 in Review

Lakeside Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2024, closing a stake of 5,000 shares — an estimated $221K sold.

Lakeside Advisors first reported a position in KLDW in Q4 2021 and held it in 10 quarters. The position peaked at $349K in Q4 2021. 0 funds tracked by Wall St. Rank hold KLDW as of Q3 2024.

Lakeside Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2024 after selling out during the quarter.
Lakeside Advisors sold 5,000 Knowledge Leaders Developed World ETF shares in Q3 2024, an estimated $221K.
Lakeside Advisors first reported a position in Knowledge Leaders Developed World ETF in Q4 2021 and held it in 10 quarters.
Lakeside Advisors's Knowledge Leaders Developed World ETF position peaked at $349K in Q4 2021.
0 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2024.

Based on Lakeside Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.