HNWAG
High Net Worth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,469
| Closed | -$137K | – | 401 |
|
|
2022
Q4 | $137K | Sell |
3,469
-4,284
| -55% | -$169K | 0.05% | 215 |
|
|
2022
Q3 | $299K | Buy |
7,753
+1,901
| +32% | +$73.3K | 0.13% | 140 |
|
|
2022
Q2 | $237K | Sell |
5,852
-2,240
| -28% | -$90.7K | 0.1% | 167 |
|
|
2022
Q1 | $421K | Hold |
8,092
| – | – | 0.15% | 122 |
|
|
2021
Q4 | $477K | Buy |
+8,092
| New | +$477K | 0.17% | 113 |
|