Van Hulzen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,140
| Closed | -$260K | – | 313 |
|
|
2019
Q4 | $260K | Buy |
7,140
+870
| +14% | +$31.7K | 0.05% | 228 |
|
|
2019
Q3 | $212K | Hold |
6,270
| – | – | 0.04% | 245 |
|
|
2019
Q2 | $209K | Sell |
6,270
-27,423
| -81% | -$914K | 0.05% | 246 |
|
|
2019
Q1 | $1.1M | Sell |
33,693
-2,212
| -6% | -$72.3K | 0.3% | 69 |
|
|
2018
Q4 | $1.04M | Sell |
35,905
-3,649
| -9% | -$106K | 0.3% | 69 |
|
|
2018
Q3 | $1.38M | Sell |
39,554
-1,360
| -3% | -$47.5K | 0.37% | 65 |
|
|
2018
Q2 | $1.39M | Sell |
40,914
-160
| -0.4% | -$5.42K | 0.41% | 61 |
|
|
2018
Q1 | $1.4M | Sell |
41,074
-167
| -0.4% | -$5.7K | 0.43% | 64 |
|
|
2017
Q4 | $1.38M | Sell |
41,241
-772
| -2% | -$25.8K | 0.42% | 65 |
|
|
2017
Q3 | $1.34M | Sell |
42,013
-607
| -1% | -$19.4K | 0.45% | 65 |
|
|
2017
Q2 | $1.3M | Buy |
+42,620
| New | +$1.3M | 0.52% | 56 |
|