WWA
WCG Wealth Advisors’s SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,899
| Closed | -$788K | – | 309 |
|
|
2023
Q3 | $788K | Hold |
19,899
| – | – | 0.06% | 220 |
|
|
2023
Q2 | $887K | Hold |
19,899
| – | – | 0.1% | 118 |
|
|
2023
Q1 | $850K | Hold |
19,899
| – | – | 0.11% | 119 |
|
|
2022
Q4 | $784K | Hold |
19,899
| – | – | 0.11% | 120 |
|
|
2022
Q3 | $768K | Hold |
19,899
| – | – | 0.1% | 148 |
|
|
2022
Q2 | $807K | Buy |
+19,899
| New | +$807K | 0.11% | 137 |
|