LWA
Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.81M | Buy |
56,558
+18,107
| +47% | +$901K | 0.35% | 22 |
|
|
2021
Q4 | $2.27M | Buy |
38,451
+187
| +0.5% | +$11K | 0.27% | 29 |
|
|
2021
Q3 | $2.33M | Sell |
38,264
-1,934
| -5% | -$118K | 0.3% | 23 |
|
|
2021
Q2 | $2.69M | Buy |
40,198
+27,982
| +229% | +$1.87M | 0.34% | 22 |
|
|
2021
Q1 | $827K | Buy |
+12,216
| New | +$827K | 0.11% | 36 |
|