ARQ Wealth Advisors’s SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,133
| Closed | -$318K | – | 63 |
|
|
2023
Q2 | $318K | Buy |
7,133
+144
| +2% | +$6.42K | 0.21% | 46 |
|
|
2023
Q1 | $298K | Buy |
6,989
+362
| +5% | +$15.5K | 0.22% | 43 |
|
|
2022
Q4 | $261K | Buy |
6,627
+259
| +4% | +$10.2K | 0.17% | 45 |
|
|
2022
Q3 | $246K | Buy |
6,368
+329
| +5% | +$12.7K | 0.19% | 45 |
|
|
2022
Q2 | $245K | Buy |
6,039
+676
| +13% | +$27.4K | 0.18% | 48 |
|
|
2022
Q1 | $279K | Buy |
5,363
+829
| +18% | +$43.1K | 0.19% | 45 |
|
|
2021
Q4 | $267K | Buy |
4,534
+1,054
| +30% | +$62.1K | 0.19% | 44 |
|
|
2021
Q3 | $212K | Buy |
+3,480
| New | +$212K | 0.14% | 46 |
|