TWA
TPB 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 | $5.64M | Buy |
+180,805
| New | +$5.64M | 3.07% | 11 |
|
2022
Q4 | – | Sell |
-274,055
| Closed | -$6.76M | – | 51 |
|
2022
Q3 | $6.76M | Buy |
274,055
+34,829
| +15% | +$859K | 3.23% | 6 |
|
2022
Q2 | $7.84M | Sell |
239,226
-18,781
| -7% | -$615K | 3.53% | 5 |
|
2022
Q1 | $7.38M | Buy |
258,007
+115,639
| +81% | +$3.31M | 2.76% | 6 |
|
2021
Q4 | $5.21M | Buy |
142,368
+87,491
| +159% | +$3.2M | 2.54% | 9 |
|
2021
Q3 | $2.6M | Buy |
54,877
+1,605
| +3% | +$76.1K | 1.89% | 14 |
|
2021
Q2 | $3.74M | Buy |
53,272
+14,272
| +37% | +$1M | 2.41% | 14 |
|
2021
Q1 | $3M | Buy |
+39,000
| New | +$3M | 2.58% | 12 |
|