RFWA
RPg Family Wealth Advisory’s KraneShares CSI China Internet ETF KWEB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.03M | Sell |
146,533
-349
| -0.2% | -$12K | 1.34% | 29 |
|
2025
Q1 | $5.13M | Buy |
146,882
+1,407
| +1% | +$49.1K | 1.46% | 25 |
|
2024
Q4 | $4.25M | Buy |
145,475
+18,674
| +15% | +$546K | 1.5% | 25 |
|
2024
Q3 | $4.31M | Buy |
126,801
+6,667
| +6% | +$227K | 1.39% | 28 |
|
2024
Q2 | $3.25M | Buy |
120,134
+7,755
| +7% | +$210K | 1.07% | 35 |
|
2024
Q1 | $2.95M | Sell |
112,379
-512
| -0.5% | -$13.4K | 0.93% | 40 |
|
2023
Q4 | $3.05M | Buy |
112,891
+12,390
| +12% | +$335K | 1.12% | 35 |
|
2023
Q3 | $2.75M | Buy |
100,501
+12,275
| +14% | +$336K | 1.13% | 35 |
|
2023
Q2 | $2.38M | Sell |
88,226
-53,651
| -38% | -$1.44M | 0.95% | 43 |
|
2023
Q1 | $4.43M | Buy |
141,877
+90,547
| +176% | +$2.82M | 2.43% | 14 |
|
2022
Q4 | $1.55M | Sell |
51,330
-203
| -0.4% | -$6.13K | 1.06% | 32 |
|
2022
Q3 | $1.54M | Buy |
51,533
+4,320
| +9% | +$129K | 0.81% | 44 |
|
2022
Q2 | $1.55M | Buy |
47,213
+46,916
| +15,797% | +$1.54M | 0.92% | 40 |
|
2022
Q1 | $8.47K | Hold |
297
| – | – | ﹤0.01% | 277 |
|
2021
Q4 | $10.8K | Hold |
297
| – | – | ﹤0.01% | 269 |
|
2021
Q3 | $14.1K | Hold |
297
| – | – | 0.01% | 255 |
|
2021
Q2 | $20.7K | Buy |
+297
| New | +$20.7K | 0.01% | 222 |
|
2020
Q4 | $22.8K | Hold |
297
| – | – | 0.01% | 218 |
|
2020
Q3 | $20.2K | Hold |
297
| – | – | 0.01% | 214 |
|
2020
Q2 | $18.4K | Hold |
297
| – | – | 0.01% | 221 |
|
2020
Q1 | $13.4K | Hold |
297
| – | – | 0.01% | 224 |
|
2019
Q4 | $14.5K | Hold |
297
| – | – | 0.01% | 240 |
|
2019
Q3 | $12.3K | Hold |
297
| – | – | 0.01% | 274 |
|
2019
Q2 | $13.1K | Hold |
297
| – | – | 0.01% | 255 |
|
2019
Q1 | $14K | Hold |
297
| – | – | 0.01% | 262 |
|
2018
Q4 | $11.1K | Hold |
297
| – | – | 0.01% | 218 |
|
2018
Q3 | $14.5K | Hold |
297
| – | – | 0.01% | 218 |
|
2018
Q2 | $17.7K | Hold |
297
| – | – | 0.01% | 179 |
|
2018
Q1 | $18.2K | Hold |
297
| – | – | 0.02% | 203 |
|
2017
Q4 | $17.4K | Hold |
297
| – | – | 0.01% | 219 |
|
2017
Q3 | $16.9K | Hold |
297
| – | – | 0.01% | 230 |
|
2017
Q2 | $14.2K | Hold |
297
| – | – | 0.01% | 271 |
|
2017
Q1 | $12.6K | Buy |
+297
| New | +$12.6K | 0.01% | 243 |
|