Concord Wealth Partners Spdr S&P Kensho New Economies Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Concord Wealth Partners holds 931 shares of KOMP stock, worth $49,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
931
Previous 900 3.44%
Holding current value
$49,836
Previous $44,000 6.82%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$48.59 - $54.76 $1,506 - $1,697
31 Added 3.44%
931 $47,000
Q3 2024

Oct 24, 2024
SELL
$44.44 - $50.42 $11,021 - $12,504
-248 Reduced 21.6%
900 $44,000
Q2 2024

Jul 31, 2024
SELL
$43.76 - $48.01 $2,188 - $2,400
-50 Reduced 4.17%
1,148 $52,000
Q1 2024

Apr 30, 2024
SELL
$43.0 - $48.08 $23,263 - $26,011
-541 Reduced 31.11%
1,198 $57,000
Q4 2023

Apr 30, 2024
BUY
$36.42 - $47.69 $12,382 - $16,214
340 Added 24.3%
1,739 $81,000
Q4 2023

Feb 05, 2024
BUY
$36.42 - $47.69 $12,382 - $16,214
340 Added 24.3%
1,739 $81,000
Q3 2023

Apr 30, 2024
SELL
$38.8 - $47.87 $13,191 - $16,275
-340 Reduced 19.55%
1,399 $55,000
Q3 2023

Oct 25, 2023
SELL
$38.8 - $47.87 $106,040 - $130,828
-2,733 Reduced 66.14%
1,399 $55,000
Q2 2023

Aug 07, 2023
BUY
$40.03 - $44.6 $22,016 - $24,530
550 Added 15.35%
4,132 $184,000
Q1 2023

Apr 26, 2023
SELL
$39.25 - $46.32 $943,727 - $1.11 Million
-24,044 Reduced 87.03%
3,582 $152,000
Q4 2022

Jan 27, 2023
SELL
$37.67 - $42.95 $3.76 Million - $4.28 Million
-99,761 Reduced 78.31%
27,626 $1.09 Million
Q3 2022

Nov 10, 2022
SELL
$38.59 - $48.63 $516,488 - $650,863
-13,384 Reduced 9.51%
127,387 $4.92 Million
Q2 2022

Aug 04, 2022
BUY
$39.65 - $53.22 $76,564 - $102,767
1,931 Added 1.39%
140,771 $5.71 Million
Q1 2022

Apr 20, 2022
SELL
$46.39 - $59.58 $2.62 Million - $3.36 Million
-56,423 Reduced 28.9%
138,840 $7.22 Million
Q4 2021

Jan 21, 2022
SELL
$56.76 - $68.61 $1.7 Million - $2.05 Million
-29,872 Reduced 13.27%
195,263 $11.5 Million
Q3 2021

Nov 09, 2021
SELL
$60.6 - $66.49 $2.2 Million - $2.42 Million
-36,329 Reduced 13.89%
225,135 $13.7 Million
Q2 2021

Jul 29, 2021
BUY
$59.57 - $69.47 $3.72 Million - $4.33 Million
62,364 Added 31.32%
261,464 $17.5 Million
Q1 2021

May 13, 2021
BUY
$57.18 - $75.6 $11.3 Million - $14.9 Million
197,188 Added 10313.18%
199,100 $13.5 Million
Q4 2020

Feb 16, 2021
BUY
$43.25 - $58.29 $82,694 - $111,450
1,912 New
1,912 $110,000

Others Institutions Holding KOMP

# of Institutions
146
Shares Held
39.2M
Call Options Held
100
Put Options Held
400
View Full List

About SPDR S&P KENSHO NEW ECONOMIES

KOMP Quotes by TradingView
  • Ticker KOMP
  • Sector ETFs
  • Industry ETFs
More about KOMP
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