SWA
Sightline Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,124
| Closed | -$306K | – | 58 |
|
|
2022
Q4 | $306K | Sell |
10,124
-8,715
| -46% | -$263K | 0.33% | 43 |
|
|
2022
Q3 | $466K | Sell |
18,839
-1,256
| -6% | -$31.1K | 0.55% | 29 |
|
|
2022
Q2 | $650K | Buy |
20,095
+1,886
| +10% | +$61K | 0.63% | 24 |
|
|
2022
Q1 | $519K | Buy |
18,209
+3,837
| +27% | +$109K | 0.43% | 32 |
|
|
2021
Q4 | $514K | Buy |
14,372
+3,720
| +35% | +$133K | 0.46% | 30 |
|
|
2021
Q3 | $504K | Buy |
10,652
+1,937
| +22% | +$91.6K | 0.42% | 32 |
|
|
2021
Q2 | $608K | Sell |
8,715
-1,658
| -16% | -$116K | 0.5% | 29 |
|
|
2021
Q1 | $793K | Sell |
10,373
-587
| -5% | -$44.9K | 0.73% | 21 |
|
|
2020
Q4 | $842K | Buy |
+10,960
| New | +$842K | 0.83% | 19 |
|