Atria Wealth Solutions’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
Q4 | – | Sell |
-29,013
| Closed | -$1.15M | – | 1970 |
|
2023
Q3 | $1.15M | Sell |
29,013
-428
| -1% | -$17K | 0.02% | 752 |
|
2023
Q2 | $1.31M | Buy |
29,441
+6,895
| +31% | +$308K | 0.02% | 724 |
|
2023
Q1 | $963K | Buy |
22,546
+5,385
| +31% | +$230K | 0.01% | 809 |
|
2022
Q4 | $676K | Buy |
17,161
+112
| +0.7% | +$4.42K | 0.01% | 938 |
|
2022
Q3 | $658K | Sell |
17,049
-483
| -3% | -$18.6K | 0.01% | 887 |
|
2022
Q2 | $711K | Buy |
17,532
+1,445
| +9% | +$58.6K | 0.01% | 816 |
|
2022
Q1 | $836K | Buy |
+16,087
| New | +$836K | 0.01% | 805 |
|