WP
KDFI
WealthShield Partners’s KFA Dynamic Fixed Income ETF KDFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-32,971
| Closed | -$706K | – | 308 |
|
|
2021
Q3 | $706K | Sell |
32,971
-46,787
| -59% | -$1M | 0.19% | 106 |
|
|
2021
Q2 | $1.74M | Sell |
79,758
-461,480
| -85% | -$10.1M | 0.27% | 72 |
|
|
2021
Q1 | $11.6M | Buy |
541,238
+83,130
| +18% | +$1.79M | 2.09% | 6 |
|
|
2020
Q4 | $9.92M | Buy |
458,108
+324,105
| +242% | +$7.02M | 1.83% | 11 |
|
|
2020
Q3 | $2.77M | Buy |
134,003
+20,601
| +18% | +$426K | 0.97% | 24 |
|
|
2020
Q2 | $2.37M | Buy |
113,402
+648
| +0.6% | +$13.5K | 1.09% | 23 |
|
|
2020
Q1 | $2.36M | Buy |
+112,754
| New | +$2.36M | 1.44% | 19 |
|