Summit Trail Advisors’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,626
| Closed | -$1.03M | – | 450 |
|
|
2022
Q4 | $1.03M | Buy |
41,626
+80
| +0.2% | +$1.98K | 0.05% | 115 |
|
|
2022
Q3 | $865K | Sell |
41,546
-79
| -0.2% | -$1.65K | 0.05% | 119 |
|
|
2022
Q2 | $650K | Buy |
+41,625
| New | +$650K | 0.04% | 159 |
|
|
2022
Q1 | – | Sell |
-68,721
| Closed | -$1.58M | – | 385 |
|
|
2021
Q4 | $1.58M | Buy |
68,721
+231
| +0.3% | +$5.3K | 0.1% | 103 |
|
|
2021
Q3 | $1.5M | Buy |
+68,490
| New | +$1.5M | 0.11% | 88 |
|