Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,207
| Closed | -$92K | – | 1259 |
|
|
2023
Q4 | $92K | Buy |
2,207
+29
| +1% | +$1.21K | 0.01% | 499 |
|
|
2023
Q3 | $84K | Hold |
2,178
| – | – | 0.01% | 481 |
|
|
2023
Q2 | $89K | Hold |
2,178
| – | – | 0.01% | 479 |
|
|
2023
Q1 | $86K | Hold |
2,178
| – | – | 0.01% | 486 |
|
|
2022
Q4 | $79K | Buy |
2,178
+39
| +2% | +$1.42K | 0.01% | 427 |
|
|
2022
Q3 | $70K | Hold |
2,139
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $76K | Hold |
2,139
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $90K | Hold |
2,139
| – | – | 0.01% | 415 |
|
|
2021
Q4 | $102K | Buy |
2,139
+11
| +0.5% | +$525 | 0.01% | 398 |
|
|
2021
Q3 | $100K | Hold |
2,128
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $99K | Hold |
2,128
| – | – | 0.01% | 393 |
|
|
2021
Q1 | $93K | Hold |
2,128
| – | – | 0.02% | 334 |
|
|
2020
Q4 | $90K | Buy |
+2,128
| New | +$90K | 0.02% | 312 |
|