1858 Wealth Management’s SPDR S&P Insurance ETF KIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
15,475
+111
| +0.7% | +$6.63K | 0.68% | 42 |
|
|
2025
Q1 | $930K | Buy |
15,364
+326
| +2% | +$19.7K | 0.79% | 41 |
|
|
2024
Q4 | $850K | Buy |
15,038
+579
| +4% | +$32.7K | 0.67% | 44 |
|
|
2024
Q3 | $821K | Sell |
14,459
-263
| -2% | -$14.9K | 0.68% | 47 |
|
|
2024
Q2 | $734K | Buy |
14,722
+1,737
| +13% | +$86.6K | 0.61% | 51 |
|
|
2024
Q1 | $587K | Hold |
12,985
| – | – | 0.56% | 56 |
|
|
2023
Q4 | $587K | Buy |
+12,985
| New | +$587K | 0.56% | 56 |
|