WP
KDFI

WealthShield Partners’s KFA Dynamic Fixed Income ETF KDFI Stock Holding History

WealthShield Partners’s Portfolio KDFI Stock Details KDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-32,971
Closed -$706K – 308
2021
Q3 		$706K Sell
32,971
-46,787
-59% -$1.02M 0.19% 106
2021
Q2 		$1.74M Sell
79,758
-461,480
-85% -$10M 0.27% 72
2021
Q1 		$11.6M Buy
541,238
+83,130
+18% +$1.8M 2.09% 6
2020
Q4 		$9.92M Buy
458,108
+324,105
+242% +$6.9M 1.83% 11
2020
Q3 		$2.77M Buy
134,003
+20,601
+18% +$431K 0.97% 24
2020
Q2 		$2.37M Buy
113,402
+648
+0.6% +$13.6K 1.09% 23
2020
Q1 		$2.36M Buy
+112,754
New +$2.68M 1.44% 19

WealthShield Partners's KDFI Position: Q4 2021 in Review

WealthShield Partners sold out of KFA Dynamic Fixed Income ETF (KDFI) in Q4 2021, closing a stake of 32,971 shares — an estimated $706K sold.

WealthShield Partners first reported a position in KDFI in Q1 2020 and held it in 7 quarters. The position peaked at $11.6M in Q1 2021. 0 funds tracked by Wall St. Rank hold KDFI as of Q4 2021.

  • WealthShield Partners reported no remaining KFA Dynamic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
  • WealthShield Partners sold 32,971 KFA Dynamic Fixed Income ETF shares in Q4 2021, an estimated $706K.
  • WealthShield Partners first reported a position in KFA Dynamic Fixed Income ETF in Q1 2020 and held it in 7 quarters.
  • WealthShield Partners's KFA Dynamic Fixed Income ETF position peaked at $11.6M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held KFA Dynamic Fixed Income ETF as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.