EWM
Evermay Wealth Management’s SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-115
| Closed | -$5.85K | – | 596 |
|
|
2024
Q4 | $5.85K | Hold |
115
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $5.67K | Hold |
115
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $5.3K | Hold |
115
| – | – | ﹤0.01% | 493 |
|
|
2024
Q1 | $5.53K | Hold |
115
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $5.37K | Hold |
115
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $4.56K | Sell |
115
-80
| -41% | -$3.17K | ﹤0.01% | 470 |
|
|
2023
Q2 | $8.7K | Hold |
195
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $8.33K | Hold |
195
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $7.69K | Hold |
195
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $8K | Hold |
195
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $8K | Hold |
195
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $10K | Sell |
195
-300
| -61% | -$15.4K | ﹤0.01% | 421 |
|
|
2021
Q4 | $29K | Hold |
495
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $30K | Hold |
495
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $33K | Buy |
+495
| New | +$33K | 0.01% | 324 |
|