IFP 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 | $170K | Buy |
3,124
+2
| +0.1% | +$109 | ﹤0.01% | 1355 |
|
|
2025
Q1 | $145K | Sell |
3,122
-529
| -14% | -$24.6K | ﹤0.01% | 1327 |
|
|
2024
Q4 | $186K | Buy |
3,651
+248
| +7% | +$12.6K | 0.01% | 1151 |
|
|
2024
Q3 | $168K | Buy |
3,403
+156
| +5% | +$7.7K | 0.01% | 1171 |
|
|
2024
Q2 | $150K | Hold |
3,247
| – | – | 0.01% | 1185 |
|
|
2024
Q1 | $156K | Buy |
3,247
+12
| +0.4% | +$577 | 0.01% | 1114 |
|
|
2023
Q4 | $151K | Sell |
3,235
-749
| -19% | -$35K | 0.01% | 1088 |
|
|
2023
Q3 | $158K | Buy |
3,984
+3
| +0.1% | +$119 | 0.01% | 1070 |
|
|
2023
Q2 | $178K | Buy |
3,981
+2,006
| +102% | +$89.5K | 0.01% | 1075 |
|
|
2023
Q1 | $58.5K | Buy |
1,975
+1,709
| +642% | +$50.6K | ﹤0.01% | 1501 |
|
|
2022
Q4 | $8K | Hold |
266
| – | – | ﹤0.01% | 3526 |
|
|
2022
Q3 | $8K | Hold |
266
| – | – | ﹤0.01% | 3783 |
|
|
2022
Q2 | $8K | Hold |
266
| – | – | ﹤0.01% | 3535 |
|
|
2022
Q1 | $8K | Buy |
266
+100
| +60% | +$3.01K | ﹤0.01% | 3535 |
|
|
2021
Q4 | $10K | Hold |
166
| – | – | ﹤0.01% | 2186 |
|
|
2021
Q3 | $10K | Buy |
+166
| New | +$10K | ﹤0.01% | 2223 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3759 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3671 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3532 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3408 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3261 |
|