Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
242
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $11.3K | Sell |
242
-689
| -74% | -$32K | ﹤0.01% | 495 |
|
|
2024
Q4 | $47.3K | Buy |
931
+31
| +3% | +$1.58K | 0.01% | 338 |
|
|
2024
Q3 | $44.4K | Sell |
900
-248
| -22% | -$12.2K | 0.01% | 354 |
|
|
2024
Q2 | $52.9K | Sell |
1,148
-50
| -4% | -$2.3K | 0.01% | 307 |
|
|
2024
Q1 | $57.6K | Sell |
1,198
-541
| -31% | -$26K | 0.01% | 330 |
|
|
2023
Q4 | $81.2K | Buy |
1,739
+340
| +24% | +$15.9K | 0.02% | 299 |
|
|
2023
Q3 | $55.4K | Sell |
1,399
-2,733
| -66% | -$108K | 0.01% | 363 |
|
|
2023
Q2 | $184K | Buy |
4,132
+550
| +15% | +$24.5K | 0.04% | 202 |
|
|
2023
Q1 | $153K | Sell |
3,582
-24,044
| -87% | -$1.03M | 0.04% | 198 |
|
|
2022
Q4 | $1.09M | Sell |
27,626
-99,761
| -78% | -$3.93M | 0.33% | 43 |
|
|
2022
Q3 | $4.92M | Sell |
127,387
-13,384
| -10% | -$517K | 1.56% | 16 |
|
|
2022
Q2 | $5.71M | Buy |
140,771
+1,931
| +1% | +$78.3K | 1.57% | 16 |
|
|
2022
Q1 | $7.22M | Sell |
138,840
-56,423
| -29% | -$2.93M | 1.87% | 12 |
|
|
2021
Q4 | $11.5M | Sell |
195,263
-29,872
| -13% | -$1.76M | 2.82% | 9 |
|
|
2021
Q3 | $13.7M | Sell |
225,135
-36,329
| -14% | -$2.21M | 5.61% | 7 |
|
|
2021
Q2 | $17.5M | Buy |
261,464
+62,364
| +31% | +$4.17M | 5.01% | 7 |
|
|
2021
Q1 | $13.5M | Buy |
199,100
+197,188
| +10,313% | +$13.4M | 4.54% | 6 |
|
|
2020
Q4 | $110K | Buy |
+1,912
| New | +$110K | 0.08% | 125 |
|