Appleton Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,135	Closed	-$465K	–	21
2019 Q4	$465K	Sell	13,135 -3,606	-22%	-$126K	0.59%	20
2019 Q3	$590K	Sell	16,741 -155	-0.9%	-$5.34K	0.69%	18
2019 Q2	$574K	Sell	16,896 -1,409	-8%	-$46.4K	0.64%	18
2019 Q1	$566K	Buy	+18,305	New	+$560K	0.55%	20
2018 Q4	–	Sell	-22,459	Closed	-$720K	–	9
2018 Q3	$720K	Buy	22,459 +1,170	+5%	+$36.9K	0.76%	20
2018 Q2	$634K	Buy	21,289 +203	+1%	+$6.23K	0.83%	19
2018 Q1	$654K	Buy	21,086 +1,083	+5%	+$33.6K	0.75%	20
2017 Q4	$614K	Sell	20,003 -385	-2%	-$11.8K	0.61%	26
2017 Q3	$612K	Buy	20,388 +1,011	+5%	+$30.1K	0.66%	22
2017 Q2	$569K	Buy	19,377 +3,366	+21%	+$96.9K	0.64%	21
2017 Q1	$459K	Buy	16,011 +6,522	+69%	+$186K	0.53%	20
2016 Q4	$262K	Buy	9,489 +1,098	+13%	+$28.8K	0.35%	23
2016 Q3	$207K	Buy	+8,391	New	+$204K	0.25%	29
2014 Q3	–	Sell	-10,614	Closed	-$227K	–	26
2014 Q2	$227K	Buy	10,614 +111	+1%	+$2.32K	0.25%	21
2014 Q1	$218K	Buy	+10,503	New	+$213K	0.27%	24