Simon Quick Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,462
| Closed | -$61K | – | 419 |
|
|
2022
Q1 | $61K | Hold |
1,462
| – | – | 0.02% | 191 |
|
|
2021
Q4 | $70K | Hold |
1,462
| – | – | 0.02% | 197 |
|
|
2021
Q3 | $68K | Hold |
1,462
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $68K | Hold |
1,462
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $64K | Hold |
1,462
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $62K | Hold |
1,462
| – | – | 0.02% | 187 |
|
|
2020
Q3 | $55K | Buy |
+1,462
| New | +$55K | 0.02% | 180 |
|