AG
Appleton Group’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,135
| Closed | -$465K | – | 21 |
|
|
2019
Q4 | $465K | Sell |
13,135
-3,606
| -22% | -$128K | 0.59% | 20 |
|
|
2019
Q3 | $590K | Sell |
16,741
-155
| -0.9% | -$5.46K | 0.69% | 18 |
|
|
2019
Q2 | $574K | Sell |
16,896
-1,409
| -8% | -$47.9K | 0.64% | 18 |
|
|
2019
Q1 | $566K | Buy |
+18,305
| New | +$566K | 0.55% | 20 |
|
|
2018
Q4 | – | Sell |
-22,459
| Closed | -$720K | – | 9 |
|
|
2018
Q3 | $720K | Buy |
22,459
+1,170
| +5% | +$37.5K | 0.76% | 20 |
|
|
2018
Q2 | $634K | Buy |
21,289
+203
| +1% | +$6.05K | 0.83% | 19 |
|
|
2018
Q1 | $654K | Buy |
21,086
+1,083
| +5% | +$33.6K | 0.75% | 20 |
|
|
2017
Q4 | $614K | Buy |
20,003
+13,207
| +194% | +$405K | 0.61% | 26 |
|
|
2017
Q3 | $612K | Buy |
6,796
+337
| +5% | +$30.3K | 0.66% | 22 |
|
|
2017
Q2 | $569K | Buy |
6,459
+1,122
| +21% | +$98.8K | 0.64% | 21 |
|
|
2017
Q1 | $459K | Buy |
5,337
+2,174
| +69% | +$187K | 0.53% | 20 |
|
|
2016
Q4 | $262K | Buy |
3,163
+366
| +13% | +$30.3K | 0.35% | 23 |
|
|
2016
Q3 | $207K | Buy |
+2,797
| New | +$207K | 0.25% | 29 |
|
|
2014
Q3 | – | Sell |
-3,538
| Closed | -$227K | – | 26 |
|
|
2014
Q2 | $227K | Buy |
3,538
+37
| +1% | +$2.37K | 0.25% | 21 |
|
|
2014
Q1 | $218K | Buy |
+3,501
| New | +$218K | 0.27% | 24 |
|