Charter Oak Capital 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
Q3 | – | Sell |
-497
| Closed | -$20K | – | 541 |
|
|
2022
Q2 | $20K | Hold |
497
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $26K | Hold |
497
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $29K | Hold |
497
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $30K | Hold |
497
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $33K | Hold |
497
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $34K | Hold |
497
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $29K | Buy |
+497
| New | +$29K | ﹤0.01% | 370 |
|