Walled Lake Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,852
| Closed | -$299K | – | 70 |
|
|
2022
Q3 | $299K | Hold |
9,852
| – | – | 0.21% | 54 |
|
|
2022
Q2 | $382K | Sell |
9,852
-2,000
| -17% | -$77.5K | 0.26% | 45 |
|
|
2022
Q1 | $434K | Buy |
11,852
+875
| +8% | +$32K | 0.26% | 48 |
|
|
2021
Q4 | $477K | Hold |
10,977
| – | – | 0.28% | 47 |
|
|
2021
Q3 | $502K | Hold |
10,977
| – | – | 0.31% | 44 |
|
|
2021
Q2 | $525K | Hold |
10,977
| – | – | 0.34% | 41 |
|
|
2021
Q1 | $486K | Buy |
10,977
+362
| +3% | +$16K | 0.34% | 44 |
|
|
2020
Q4 | $487K | Hold |
10,615
| – | – | 0.37% | 41 |
|
|
2020
Q3 | $419K | Buy |
10,615
+2,600
| +32% | +$103K | 0.34% | 41 |
|
|
2020
Q2 | $272K | Hold |
8,015
| – | – | 0.23% | 48 |
|
|
2020
Q1 | $236K | Buy |
8,015
+115
| +1% | +$3.39K | 0.22% | 52 |
|
|
2019
Q4 | $258K | Buy |
+7,900
| New | +$258K | 0.19% | 55 |
|