Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Hold |
361
| – | – | ﹤0.01% | 2932 |
|
|
2025
Q1 | $16.8K | Buy |
361
+336
| +1,344% | +$15.6K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $1.27K | Hold |
25
| – | – | ﹤0.01% | 3722 |
|
|
2024
Q3 | $1.23K | Hold |
25
| – | – | ﹤0.01% | 3508 |
|
|
2024
Q2 | $1.15K | Hold |
25
| – | – | ﹤0.01% | 3377 |
|
|
2024
Q1 | $1.2K | Sell |
25
-256
| -91% | -$12.3K | ﹤0.01% | 3354 |
|
|
2023
Q4 | $13.1K | Hold |
281
| – | – | ﹤0.01% | 2591 |
|
|
2023
Q3 | $11.1K | Hold |
281
| – | – | ﹤0.01% | 2555 |
|
|
2023
Q2 | $12.5K | Buy |
281
+47
| +20% | +$2.1K | ﹤0.01% | 2492 |
|
|
2023
Q1 | $9.99K | Buy |
234
+134
| +134% | +$5.72K | ﹤0.01% | 2541 |
|
|
2022
Q4 | $3.94K | Sell |
100
-8,487
| -99% | -$335K | ﹤0.01% | 2847 |
|
|
2022
Q3 | $331K | Sell |
8,587
-2,980
| -26% | -$115K | 0.01% | 998 |
|
|
2022
Q2 | $469K | Sell |
11,567
-3,784
| -25% | -$153K | 0.01% | 875 |
|
|
2022
Q1 | $798K | Sell |
15,351
-790
| -5% | -$41.1K | 0.01% | 757 |
|
|
2021
Q4 | $952K | Buy |
16,141
+3,265
| +25% | +$193K | 0.01% | 713 |
|
|
2021
Q3 | $784K | Buy |
12,876
+4,623
| +56% | +$281K | 0.01% | 741 |
|
|
2021
Q2 | $552K | Buy |
8,253
+454
| +6% | +$30.4K | 0.01% | 887 |
|
|
2021
Q1 | $528K | Buy |
+7,799
| New | +$528K | 0.01% | 871 |
|