A detailed history of Capital Analysts, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Capital Analysts, LLC holds 491 shares of KOMP stock, worth $26,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares
491
Previous 491 -0.0%
Holding current value
$26,405
Previous $23,000 4.35%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$38.8 - $47.87 $19,050 - $23,504
491 New
491 $19,000
Q4 2022

Feb 08, 2023

SELL
$37.67 - $42.95 $50,854 - $57,982
-1,350 Reduced 81.82%
300 $12,000
Q1 2022

May 12, 2022

BUY
$46.39 - $59.58 $9,278 - $11,916
200 Added 13.79%
1,650 $86,000
Q4 2021

Feb 10, 2022

BUY
$56.76 - $68.61 $11,352 - $13,722
200 Added 16.0%
1,450 $85,000
Q3 2021

Nov 04, 2021

BUY
$60.6 - $66.49 $12,120 - $13,297
200 Added 19.05%
1,250 $76,000
Q2 2021

Nov 15, 2021

SELL
$59.57 - $69.47 $17,871 - $20,841
-300 Reduced 22.22%
1,050 $70,000
Q2 2021

Aug 05, 2021

BUY
$59.57 - $69.47 $22,040 - $25,703
370 Added 37.76%
1,350 $90,000
Q1 2021

May 17, 2021

BUY
$57.18 - $75.6 $48,831 - $64,562
854 Added 677.78%
980 $66,000
Q3 2020

Nov 12, 2020

BUY
$37.5 - $44.35 $4,725 - $5,588
126 New
126 $5,000

Others Institutions Holding KOMP

About SPDR S&P KENSHO NEW ECONOMIES


  • Ticker KOMP
  • Sector ETFs
  • Industry ETFs
More about KOMP
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.