WealthShield Partners’s KFA Small Cap Quality Dividend Index ETF KSCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,674
| Closed | -$316K | – | 377 |
|
|
2021
Q4 | $316K | Sell |
10,674
-1,830
| -15% | -$54.2K | 0.05% | 226 |
|
|
2021
Q3 | $341K | Sell |
12,504
-7,584
| -38% | -$207K | 0.09% | 181 |
|
|
2021
Q2 | $559K | Buy |
20,088
+3,182
| +19% | +$88.5K | 0.09% | 160 |
|
|
2021
Q1 | $486K | Sell |
16,906
-6,353
| -27% | -$183K | 0.09% | 163 |
|
|
2020
Q4 | $594K | Buy |
23,259
+5,464
| +31% | +$140K | 0.11% | 148 |
|
|
2020
Q3 | $382K | Buy |
17,795
+5,201
| +41% | +$112K | 0.13% | 165 |
|
|
2020
Q2 | $275K | Sell |
12,594
-12,493
| -50% | -$273K | 0.13% | 158 |
|
|
2020
Q1 | $518K | Buy |
25,087
+2,481
| +11% | +$51.2K | 0.32% | 71 |
|
|
2019
Q4 | $599K | Sell |
22,606
-1,592
| -7% | -$42.2K | 0.29% | 78 |
|
|
2019
Q3 | $621K | Buy |
24,198
+17,243
| +248% | +$443K | 0.33% | 63 |
|
|
2019
Q2 | $176K | Buy |
+6,955
| New | +$176K | 0.1% | 150 |
|