BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,568
| Closed | -$61K | – | 1079 |
|
|
2022
Q3 | $61K | Buy |
+1,568
| New | +$61K | 0.01% | 352 |
|
|
2022
Q2 | – | Sell |
-1,568
| Closed | -$81K | – | 1015 |
|
|
2022
Q1 | $81K | Hold |
1,568
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $92K | Hold |
1,568
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $95K | Buy |
+1,568
| New | +$95K | 0.01% | 327 |
|