Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,525
| Closed | -$444K | – | 2156 |
|
|
2021
Q4 | $444K | Sell |
7,525
-10,024
| -57% | -$591K | 0.07% | 266 |
|
|
2021
Q3 | $1.07M | Sell |
17,549
-434
| -2% | -$26.4K | 0.19% | 124 |
|
|
2021
Q2 | $1.2M | Buy |
17,983
+6,140
| +52% | +$410K | 0.22% | 111 |
|
|
2021
Q1 | $802K | Buy |
11,843
+223
| +2% | +$15.1K | 0.18% | 125 |
|
|
2020
Q4 | $670K | Buy |
+11,620
| New | +$670K | 0.17% | 135 |
|