Palo Alto Wealth Advisors’s KraneShares California Carbon Allowance Strategy ETF KCCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,638
| Closed | -$776K | – | 52 |
|
|
2024
Q3 | $776K | Sell |
33,638
-12,553
| -27% | -$289K | 0.32% | 21 |
|
|
2024
Q2 | $1.04M | Sell |
46,191
-15,344
| -25% | -$344K | 0.72% | 18 |
|
|
2024
Q1 | $1.76M | Buy |
61,535
+7,325
| +14% | +$210K | 1.24% | 14 |
|
|
2023
Q4 | $1.63M | Buy |
54,210
+41,530
| +328% | +$1.25M | 1.24% | 14 |
|
|
2023
Q3 | $361K | Buy |
+12,680
| New | +$361K | 0.3% | 29 |
|