RSWM
Robertson Stephens Wealth Management’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,929
| Closed | -$444K | – | 516 |
|
|
2024
Q1 | $444K | Sell |
21,929
-1,041
| -5% | -$21.1K | 0.02% | 358 |
|
|
2023
Q4 | $528K | Buy |
22,970
+1,707
| +8% | +$39.3K | 0.03% | 303 |
|
|
2023
Q3 | $529K | Sell |
21,263
-7,056
| -25% | -$176K | 0.04% | 297 |
|
|
2023
Q2 | $788K | Sell |
28,319
-2,180
| -7% | -$60.7K | 0.06% | 217 |
|
|
2023
Q1 | $872K | Buy |
30,499
+394
| +1% | +$11.3K | 0.07% | 213 |
|
|
2022
Q4 | $819K | Buy |
+30,105
| New | +$819K | 0.08% | 199 |
|