Spire Wealth 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
Q3 | – | Sell |
-180
| Closed | -$8.29K | – | 2223 |
|
|
2024
Q2 | $8.29K | Sell |
180
-186
| -51% | -$8.57K | ﹤0.01% | 1689 |
|
|
2024
Q1 | $17.6K | Hold |
366
| – | – | ﹤0.01% | 1559 |
|
|
2023
Q4 | $16K | Hold |
366
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q3 | $14.5K | Buy |
+366
| New | +$14.5K | ﹤0.01% | 1616 |
|
|
2022
Q3 | – | Sell |
-343
| Closed | -$14K | – | 2408 |
|
|
2022
Q2 | $14K | Sell |
343
-6,673
| -95% | -$272K | ﹤0.01% | 1798 |
|
|
2022
Q1 | $365K | Sell |
7,016
-117
| -2% | -$6.09K | 0.01% | 664 |
|
|
2021
Q4 | $421K | Buy |
7,133
+4,240
| +147% | +$250K | 0.01% | 759 |
|
|
2021
Q3 | $176K | Buy |
2,893
+1,117
| +63% | +$68K | ﹤0.01% | 968 |
|
|
2021
Q2 | $119K | Sell |
1,776
-690
| -28% | -$46.2K | ﹤0.01% | 1131 |
|
|
2021
Q1 | $167K | Buy |
+2,466
| New | +$167K | ﹤0.01% | 1144 |
|