Patriot Financial Group Insurance Agency’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,161
| Closed | -$111K | – | 1251 |
|
|
2022
Q2 | $111K | Buy |
5,161
+65
| +1% | +$1.4K | 0.02% | 518 |
|
|
2022
Q1 | $120K | Buy |
5,096
+661
| +15% | +$15.6K | 0.02% | 534 |
|
|
2021
Q4 | $107K | Buy |
4,435
+219
| +5% | +$5.28K | 0.02% | 641 |
|
|
2021
Q3 | $99K | Buy |
4,216
+78
| +2% | +$1.83K | 0.02% | 657 |
|
|
2021
Q2 | $100K | Buy |
4,138
+984
| +31% | +$23.8K | 0.02% | 628 |
|
|
2021
Q1 | $73K | Buy |
+3,154
| New | +$73K | 0.02% | 649 |
|