Mayflower Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,673
| Closed | -$578K | – | 365 |
|
|
2022
Q4 | $578K | Sell |
14,673
-118
| -0.8% | -$4.65K | 0.08% | 177 |
|
|
2022
Q3 | $571K | Sell |
14,791
-165
| -1% | -$6.37K | 0.09% | 163 |
|
|
2022
Q2 | $606K | Sell |
14,956
-501
| -3% | -$20.3K | 0.09% | 161 |
|
|
2022
Q1 | $803K | Buy |
15,457
+2,784
| +22% | +$145K | 0.11% | 138 |
|
|
2021
Q4 | $747K | Buy |
12,673
+2,385
| +23% | +$141K | 0.1% | 148 |
|
|
2021
Q3 | $659K | Buy |
+10,288
| New | +$659K | 0.09% | 155 |
|