Sheets Smith Wealth Management Spdr S&P Kensho New Economies Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,768 shares of KOMP stock, worth $411,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,768

Previous 8,596 9.63%

Holding current value

$411,082

Previous $424,000 7.08%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$48.59 - $54.76 $40,232 - $45,341	-828 Reduced 9.63%	7,768 $394,000
Q3 2024 Nov 01, 2024	SELL	$44.44 - $50.42 $22,264 - $25,260	-501 Reduced 5.51%	8,596 $424,000
Q2 2024 Jul 30, 2024	SELL	$43.76 - $48.01 $315,159 - $345,768	-7,202 Reduced 44.19%	9,097 $419,000
Q1 2024 May 08, 2024	SELL	$43.0 - $48.08 $16,641 - $18,606	-387 Reduced 2.32%	16,299 $783,000
Q4 2023 Feb 06, 2024	SELL	$36.42 - $47.69 $17,080 - $22,366	-469 Reduced 2.73%	16,686 $779,000
Q3 2023 Oct 23, 2023	SELL	$38.8 - $47.87 $9,312 - $11,488	-240 Reduced 1.38%	17,155 $679,000
Q2 2023 Aug 09, 2023	BUY	$40.03 - $44.6 $9,246 - $10,302	231 Added 1.35%	17,395 $775,000
Q1 2023 May 26, 2023	BUY	$39.25 - $46.32 $671,999 - $793,044	17,121 Added 39816.28%	17,164 $732,000
Q1 2023 May 12, 2023	SELL	$39.25 - $46.32 $850,233 - $1 Million	-21,662 Reduced 99.8%	43 $1,000
Q4 2022 Mar 08, 2023	BUY	$37.67 - $42.95 $30,889 - $35,219	820 Added 3.93%	21,705 $855,000
Q3 2022 Nov 01, 2022	SELL	$38.59 - $48.63 $99,446 - $125,319	-2,577 Reduced 10.98%	20,885 $806,000
Q2 2022 Jul 27, 2022	SELL	$39.65 - $53.22 $55,906 - $75,040	-1,410 Reduced 5.67%	23,462 $951,000
Q1 2022 May 02, 2022	SELL	$46.39 - $59.58 $101,315 - $130,122	-2,184 Reduced 8.07%	24,872 $1.29 Million
Q4 2021 Jan 20, 2022	BUY	$56.76 - $68.61 $24,179 - $29,227	426 Added 1.6%	27,056 $1.6 Million
Q3 2021 Oct 15, 2021	BUY	$60.6 - $66.49 $1.25 Million - $1.38 Million	20,698 Added 348.92%	26,630 $1.62 Million
Q2 2021 Aug 03, 2021	BUY	$59.57 - $69.47 $138,917 - $162,004	2,332 Added 64.78%	5,932 $397,000
Q1 2021 Apr 23, 2021	BUY	$57.18 - $75.6 $205,848 - $272,160	3,600 New	3,600 $244,000

Others Institutions Holding KOMP

# of Institutions

137

Shares Held

38.9M

Call Options Held

300

Put Options Held

6.4K

View Full List

About SPDR S&P KENSHO NEW ECONOMIES

Ticker KOMP
Sector ETFs
Industry ETFs

More about KOMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Spdr S&P Kensho New Economies Transaction History