Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-69
| Closed | -$3.32K | – | 273 |
|
|
2024
Q1 | $3.32K | Hold |
69
| – | – | ﹤0.01% | 253 |
|
|
2023
Q4 | $3.22K | Hold |
69
| – | – | ﹤0.01% | 240 |
|
|
2023
Q3 | $2.73K | Hold |
69
| – | – | ﹤0.01% | 236 |
|
|
2023
Q2 | $3.08K | Hold |
69
| – | – | ﹤0.01% | 232 |
|
|
2023
Q1 | $2.95K | Hold |
69
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $2.72K | Hold |
69
| – | – | ﹤0.01% | 223 |
|
|
2022
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 219 |
|