Sweet Financial Partners’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
2024 Q3	$2.86M	Buy	57,943 +4	+0%	+$190	0.62%	35
2024 Q2	$2.67M	Sell	57,939 -2,149	-4%	-$99.5K	0.61%	35
2024 Q1	$2.89M	Buy	60,088 +2	+0%	+$91	0.67%	30
2023 Q4	$2.81M	Buy	60,086 +8	+0%	+$328	0.67%	26
2023 Q3	$2.38M	Sell	60,078 -243	-0.4%	-$10.6K	0.63%	24
2023 Q2	$2.69M	Buy	60,321 +395	+0.7%	+$16.6K	0.71%	23
2023 Q1	$2.56M	Sell	59,926 -1	-0%	-$43	0.71%	23
2022 Q4	$2.36M	Sell	59,927 -14,118	-19%	-$573K	0.69%	21
2022 Q3	$2.86M	Sell	74,045 -2,121	-3%	-$92.3K	0.91%	17
2022 Q2	$3.09M	Sell	76,166 -181,853	-70%	-$8.18M	0.97%	17
2022 Q1	$13.4M	Buy	258,019 +187,358	+265%	+$9.73M	3.59%	8
2021 Q4	$4.17M	Buy	+70,661	New	+$4.43M	1.73%	7