Heartwood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $12.8M | Buy |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $8.91M | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $604K | Hold |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $632K | Hold |
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|
2021
Q1 | $640K | Sell |
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|
2020
Q4 | $765K | Sell |
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|
2020
Q3 | $725K | Sell |
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|
2020
Q2 | $678K | Buy |
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