HHM Wealth Advisors’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 | $10.6K | Hold |
195
| – | – | ﹤0.01% | 600 |
|
2025
Q1 | $9.07K | Sell |
195
-2,210
| -92% | -$103K | ﹤0.01% | 606 |
|
2024
Q4 | $122K | Hold |
2,405
| – | – | 0.02% | 241 |
|
2024
Q3 | $119K | Hold |
2,405
| – | – | 0.02% | 233 |
|
2024
Q2 | $111K | Hold |
2,405
| – | – | 0.02% | 233 |
|
2024
Q1 | $116K | Hold |
2,405
| – | – | 0.02% | 195 |
|
2023
Q4 | $112K | Sell |
2,405
-2,475
| -51% | -$116K | 0.02% | 196 |
|
2023
Q3 | $193K | Sell |
4,880
-1,070
| -18% | -$42.4K | 0.04% | 132 |
|
2023
Q2 | $265K | Buy |
5,950
+15
| +0.3% | +$669 | 0.05% | 114 |
|
2023
Q1 | $253K | Hold |
5,935
| – | – | 0.05% | 112 |
|
2022
Q4 | $234K | Buy |
5,935
+5,475
| +1,190% | +$216K | 0.05% | 110 |
|
2022
Q3 | $18K | Hold |
460
| – | – | ﹤0.01% | 361 |
|
2022
Q2 | $19K | Hold |
460
| – | – | ﹤0.01% | 435 |
|
2022
Q1 | $24K | Hold |
460
| – | – | 0.01% | 415 |
|
2021
Q4 | $27K | Hold |
460
| – | – | 0.01% | 388 |
|
2021
Q3 | $28K | Buy |
460
+265
| +136% | +$16.1K | 0.01% | 370 |
|
2021
Q2 | $13K | Buy |
+195
| New | +$13K | ﹤0.01% | 452 |
|