SWMG
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Sanchez Wealth Management Group’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
-103,817
Closed -$6.12M 35
2021
Q4
$6.12M Sell
103,817
-19,736
-16% -$1.16M 2.58% 13
2021
Q3
$7.52M Buy
123,553
+4,653
+4% +$283K 3.38% 11
2021
Q2
$7.95M Buy
+118,900
New +$7.95M 3.63% 11