Summit Investment Advisory Services’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 | – | Sell |
-12,588
| Closed | -$585K | – | 87 |
|
|
2025
Q1 | $585K | Sell |
12,588
-544
| -4% | -$25.3K | 0.29% | 35 |
|
|
2024
Q4 | $668K | Sell |
13,132
-32
| -0.2% | -$1.63K | 0.34% | 36 |
|
|
2024
Q3 | $649K | Buy |
+13,164
| New | +$649K | 0.34% | 34 |
|
|
2024
Q2 | – | Sell |
-12,772
| Closed | -$614K | – | 74 |
|
|
2024
Q1 | $614K | Sell |
12,772
-218
| -2% | -$10.5K | 0.36% | 33 |
|
|
2023
Q4 | $607K | Buy |
12,990
+29
| +0.2% | +$1.35K | 0.38% | 33 |
|
|
2023
Q3 | $513K | Buy |
12,961
+1,708
| +15% | +$67.6K | 0.38% | 30 |
|
|
2023
Q2 | $502K | Sell |
11,253
-215
| -2% | -$9.59K | 0.33% | 31 |
|
|
2023
Q1 | $490K | Sell |
11,468
-227
| -2% | -$9.69K | 0.35% | 31 |
|
|
2022
Q4 | $461K | Buy |
+11,695
| New | +$461K | 0.56% | 29 |
|