PFA
Plotkin Financial Advisors’s SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,516
| Closed | -$1.92M | – | 86 |
|
|
2021
Q4 | $1.92M | Sell |
32,516
-31,615
| -49% | -$1.86M | 1.21% | 23 |
|
|
2021
Q3 | $3.91M | Sell |
64,131
-945
| -1% | -$57.6K | 2.32% | 16 |
|
|
2021
Q2 | $4.35M | Buy |
65,076
+14,758
| +29% | +$987K | 2.41% | 16 |
|
|
2021
Q1 | $3.41M | Buy |
50,318
+5,263
| +12% | +$356K | 2.08% | 18 |
|
|
2020
Q4 | $2.6M | Buy |
45,055
+18,206
| +68% | +$1.05M | 1.72% | 18 |
|
|
2020
Q3 | $1.15M | Buy |
26,849
+1,790
| +7% | +$76.7K | 1.27% | 22 |
|
|
2020
Q2 | $933K | Buy |
25,059
+13,579
| +118% | +$506K | 0.79% | 26 |
|
|
2020
Q1 | $327K | Buy |
11,480
+1,727
| +18% | +$49.2K | 0.4% | 39 |
|
|
2019
Q4 | $352K | Buy |
+9,753
| New | +$352K | 0.33% | 45 |
|