Steward Partners Investment Advisory’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.5K | Hold |
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|
2025
Q2 | $19.6K | Hold |
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|
2025
Q1 | $16.8K | Buy |
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|
2024
Q4 | $1.27K | Hold |
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|
2024
Q3 | $1.23K | Hold |
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|
2024
Q2 | $1.15K | Hold |
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|
2024
Q1 | $1.2K | Sell |
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|
2023
Q4 | $13.1K | Hold |
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|
2023
Q3 | $11.1K | Hold |
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|
2023
Q2 | $12.5K | Buy |
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|
2023
Q1 | $9.99K | Buy |
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|
2022
Q4 | $3.94K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $798K | Sell |
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $784K | Buy |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $528K | Buy |
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