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 $419,627. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,768

Previous 8,596 9.63%

Holding current value

$419,627

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

138

Shares Held

39M

Call Options Held

300

Put Options Held

6.4K

View Full List

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