SPWG
KLDW
Sage Private Wealth Group’s Knowledge Leaders Developed World ETF KLDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-600
| Closed | -$20K | – | 193 |
|
|
2022
Q3 | $20K | Hold |
600
| – | – | 0.03% | 113 |
|
|
2022
Q2 | $21K | Hold |
600
| – | – | 0.03% | 113 |
|
|
2022
Q1 | $25K | Hold |
600
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $28K | Hold |
600
| – | – | 0.03% | 104 |
|
|
2021
Q3 | $28K | Hold |
600
| – | – | 0.04% | 105 |
|
|
2021
Q2 | $28K | Hold |
600
| – | – | 0.04% | 101 |
|
|
2021
Q1 | $26K | Hold |
600
| – | – | 0.04% | 110 |
|
|
2020
Q4 | $25K | Buy |
+600
| New | +$25K | 0.07% | 98 |
|