Tradition Wealth Management’s Global X Conscious Companies ETF KRMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,303
| Closed | -$44K | – | 828 |
|
|
2023
Q4 | $44K | Hold |
1,303
| – | – | ﹤0.01% | 658 |
|
|
2023
Q3 | $39K | Sell |
1,303
-277
| -18% | -$8.29K | ﹤0.01% | 669 |
|
|
2023
Q2 | $49K | Hold |
1,580
| – | – | 0.01% | 625 |
|
|
2023
Q1 | $47K | Buy |
1,580
+7
| +0.4% | +$208 | 0.01% | 622 |
|
|
2022
Q4 | $44K | Buy |
1,573
+185
| +13% | +$5.18K | 0.01% | 566 |
|
|
2022
Q3 | $35K | Buy |
1,388
+141
| +11% | +$3.56K | 0.01% | 612 |
|
|
2022
Q2 | $33K | Hold |
1,247
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $40K | Buy |
1,247
+9
| +0.7% | +$289 | 0.01% | 562 |
|
|
2021
Q4 | $43K | Hold |
1,238
| – | – | 0.01% | 561 |
|
|
2021
Q3 | $39K | Buy |
1,238
+165
| +15% | +$5.2K | 0.01% | 572 |
|
|
2021
Q2 | $34K | Buy |
1,073
+199
| +23% | +$6.31K | 0.01% | 633 |
|
|
2021
Q1 | $25K | Buy |
874
+5
| +0.6% | +$143 | ﹤0.01% | 590 |
|
|
2020
Q4 | $24K | Buy |
+869
| New | +$24K | ﹤0.01% | 552 |
|