Summit Wealth & Retirement Planning’s VanEck China Bond ETF CBON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,778
| Closed | -$412K | – | 105 |
|
|
2022
Q3 | $412K | Sell |
18,778
-80
| -0.4% | -$1.76K | 0.16% | 72 |
|
|
2022
Q2 | $441K | Sell |
18,858
-300
| -2% | -$7.02K | 0.17% | 73 |
|
|
2022
Q1 | $472K | Sell |
19,158
-788
| -4% | -$19.4K | 0.17% | 70 |
|
|
2021
Q4 | $492K | Sell |
19,946
-400
| -2% | -$9.87K | 0.17% | 61 |
|
|
2021
Q3 | $496K | Sell |
20,346
-5,124
| -20% | -$125K | 0.18% | 59 |
|
|
2021
Q2 | $614K | Sell |
25,470
-358
| -1% | -$8.63K | 0.23% | 57 |
|
|
2021
Q1 | $613K | Buy |
+25,828
| New | +$613K | 0.23% | 66 |
|