Sweet Financial Partners’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 | $2.86M | Buy |
57,943
+4
| +0% | +$197 | 0.62% | 35 |
|
|
2024
Q2 | $2.67M | Sell |
57,939
-2,149
| -4% | -$99K | 0.61% | 35 |
|
|
2024
Q1 | $2.89M | Buy |
60,088
+2
| +0% | +$96 | 0.67% | 30 |
|
|
2023
Q4 | $2.81M | Buy |
60,086
+8
| +0% | +$374 | 0.67% | 26 |
|
|
2023
Q3 | $2.38M | Sell |
60,078
-243
| -0.4% | -$9.62K | 0.63% | 24 |
|
|
2023
Q2 | $2.69M | Buy |
60,321
+395
| +0.7% | +$17.6K | 0.7% | 23 |
|
|
2023
Q1 | $2.56M | Sell |
59,926
-1
| -0% | -$43 | 0.71% | 23 |
|
|
2022
Q4 | $2.36M | Sell |
59,927
-14,118
| -19% | -$557K | 0.69% | 21 |
|
|
2022
Q3 | $2.86M | Sell |
74,045
-2,121
| -3% | -$81.8K | 0.91% | 17 |
|
|
2022
Q2 | $3.09M | Sell |
76,166
-181,853
| -70% | -$7.37M | 0.97% | 17 |
|
|
2022
Q1 | $13.4M | Buy |
258,019
+187,358
| +265% | +$9.74M | 3.59% | 8 |
|
|
2021
Q4 | $4.17M | Buy |
+70,661
| New | +$4.17M | 1.73% | 7 |
|