OneDigital Investment Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $645K | Buy |
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|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $630K | Sell |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $28.1M | Sell |
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|
2022
Q2 | $32.1M | Buy |
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|
2022
Q1 | $40.8M | Buy |
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|
2021
Q4 | $39.2M | Buy |
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