Summit Wealth & Retirement Planning’s KraneShares CSI China Internet ETF KWEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,545
| Closed | -$275K | – | 104 |
|
|
2021
Q4 | $275K | Buy |
+7,545
| New | +$275K | 0.09% | 80 |
|
|
2019
Q3 | – | Sell |
-5,367
| Closed | -$236K | – | 126 |
|
|
2019
Q2 | $236K | Sell |
5,367
-1,500
| -22% | -$66K | 0.14% | 121 |
|
|
2019
Q1 | $323K | Hold |
6,867
| – | – | 0.19% | 104 |
|
|
2018
Q4 | $258K | Buy |
+6,867
| New | +$258K | 0.2% | 100 |
|