United Capital Financial Advisors’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,396
| Closed | -$374K | – | 935 |
|
|
2023
Q1 | $374K | Hold |
14,396
| – | – | ﹤0.01% | 774 |
|
|
2022
Q4 | $367K | Buy |
14,396
+2,832
| +24% | +$72.2K | ﹤0.01% | 823 |
|
|
2022
Q3 | $351K | Hold |
11,564
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $449K | Hold |
11,564
| – | – | ﹤0.01% | 826 |
|
|
2022
Q1 | $424K | Buy |
11,564
+967
| +9% | +$35.5K | ﹤0.01% | 882 |
|
|
2021
Q4 | $460K | Hold |
10,597
| – | – | ﹤0.01% | 884 |
|
|
2021
Q3 | $485K | Hold |
10,597
| – | – | ﹤0.01% | 862 |
|
|
2021
Q2 | $507K | Hold |
10,597
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $469K | Buy |
10,597
+66
| +0.6% | +$2.92K | ﹤0.01% | 860 |
|
|
2020
Q4 | $483K | Hold |
10,531
| – | – | ﹤0.01% | 852 |
|
|
2020
Q3 | $416K | Hold |
10,531
| – | – | ﹤0.01% | 872 |
|
|
2020
Q2 | $357K | Hold |
10,531
| – | – | ﹤0.01% | 959 |
|
|
2020
Q1 | $311K | Buy |
10,531
+156
| +2% | +$4.61K | ﹤0.01% | 957 |
|
|
2019
Q4 | $338K | Hold |
10,375
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q3 | $311K | Hold |
10,375
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q2 | $321K | Buy |
+10,375
| New | +$321K | ﹤0.01% | 1161 |
|