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