Optimum 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 | $49.6K | Hold |
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|
2025
Q2 | $43.3K | Hold |
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|
2025
Q1 | $37K | Hold |
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|
2024
Q4 | $40.5K | Sell |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $134K | Hold |
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|
2023
Q4 | $131K | Hold |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $192K | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $580K | Hold |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $391K | Buy |
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