Perigon Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-17,350
| Closed | -$394K | – | 854 |
|
2023
Q3 | $394K | Sell |
17,350
-507
| -3% | -$11.5K | 0.02% | 506 |
|
2023
Q2 | $413K | Buy |
17,857
+2,451
| +16% | +$56.7K | 0.02% | 511 |
|
2023
Q1 | $400K | Buy |
+15,406
| New | +$400K | 0.02% | 448 |
|
2021
Q1 | – | Sell |
-770
| Closed | -$35K | – | 779 |
|
2020
Q4 | $35K | Buy |
+770
| New | +$35K | ﹤0.01% | 851 |
|