SFP
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Shepherd Financial Partners’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
2021
Q1
Sell
-79,796
Closed -$4.59M 145
2020
Q4
$4.59M Buy
79,796
+2,997
+4% +$172K 1.05% 17
2020
Q3
$3.29M Buy
+76,799
New +$3.29M 0.77% 19