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

Sheets Smith Wealth Management

$884 Million
Q1 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 16,299 shares of KOMP stock, worth $754,643. This represents 0.09% of its overall portfolio holdings.

Number of Shares

16,299

Previous 16,686 2.32%

Holding current value

$754,643

Previous $779,000 0.51%

% of portfolio

0.09%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$38.24 - $42.95 $31,356 - $35,219	820 Added 3.93%	21,705 $855,000
Q3 2022 Nov 01, 2022	SELL	N/A	-2,577 Reduced 10.98%	20,885 $806,000
Q2 2022 Jul 27, 2022	SELL	N/A	-1,410 Reduced 5.67%	23,462 $951,000
Q1 2022 May 02, 2022	SELL	N/A	-2,184 Reduced 8.07%	24,872 $1.29 Million
Q4 2021 Jan 20, 2022	BUY	N/A	426 Added 1.6%	27,056 $1.6 Million
Q3 2021 Oct 15, 2021	BUY	N/A	20,698 Added 348.92%	26,630 $1.62 Million
Q2 2021 Aug 03, 2021	BUY	N/A	2,332 Added 64.78%	5,932 $397,000
Q1 2021 Apr 23, 2021	BUY	N/A	3,600 New	3,600 $244,000

Others Institutions Holding KOMP

# of Institutions

134

Shares Held

39.1M

Call Options Held

1.4K

Put Options Held

100

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About SPDR S&P KENSHO NEW ECONOMIES

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