Evermay Wealth Management’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
Q4 | $23.3K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.85K | Hold |
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|
2024
Q3 | $5.67K | Hold |
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|
2024
Q2 | $5.3K | Hold |
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|
2024
Q1 | $5.53K | Hold |
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|
2023
Q4 | $5.37K | Hold |
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|
2023
Q3 | $4.55K | Sell |
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|
2023
Q2 | $8.7K | Hold |
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|
2023
Q1 | $8.33K | Hold |
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|
2022
Q4 | $7.69K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $33K | Buy |
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