Carson Wealth (CWM LLC)’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.9M | Buy |
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|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $236K | Sell |
|
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $22K | Buy |
|
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|
2023
Q1 | $16K | Buy |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $15K | Buy |
|
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|
2022
Q2 | $15K | Sell |
|
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $33K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $33K | Buy |
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