Visionary Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,350
| Closed | -$226K | – | 457 |
|
2022
Q1 | $226K | Sell |
4,350
-125
| -3% | -$6.49K | 0.02% | 383 |
|
2021
Q4 | $264K | Sell |
4,475
-112
| -2% | -$6.61K | 0.02% | 315 |
|
2021
Q3 | $279K | Sell |
4,587
-4,382
| -49% | -$267K | 0.03% | 254 |
|
2021
Q2 | $600K | Buy |
8,969
+3,113
| +53% | +$208K | 0.06% | 187 |
|
2021
Q1 | $397K | Buy |
+5,856
| New | +$397K | 0.04% | 220 |
|