MWM
Meridian Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,325
| Closed | -$6.74K | – | 355 |
|
|
2019
Q2 | $6.74K | Buy |
15,325
+2,100
| +16% | +$923 | 0.27% | 59 |
|
|
2019
Q1 | $623K | Buy |
13,225
+2,850
| +27% | +$134K | 0.28% | 69 |
|
|
2018
Q4 | $389K | Buy |
+10,375
| New | +$389K | 0.23% | 88 |
|
|
2018
Q2 | – | Sell |
-42,472
| Closed | -$2.61M | – | 195 |
|
|
2018
Q1 | $2.61M | Buy |
42,472
+30,682
| +260% | +$1.88M | 1.3% | 22 |
|
|
2017
Q4 | $671K | Hold |
11,790
| – | – | 0.41% | 55 |
|
|
2017
Q3 | $671K | Buy |
+11,790
| New | +$671K | 0.43% | 53 |
|