Archford Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,623
| Closed | -$55K | – | 382 |
|
|
2019
Q2 | $55K | Sell |
1,623
-65
| -4% | -$2.2K | 0.02% | 277 |
|
|
2019
Q1 | $52K | Hold |
1,688
| – | – | 0.02% | 277 |
|
|
2018
Q4 | $48K | Sell |
1,688
-2,434
| -59% | -$69.2K | 0.02% | 265 |
|
|
2018
Q3 | $132K | Sell |
4,122
-37
| -0.9% | -$1.19K | 0.05% | 229 |
|
|
2018
Q2 | $124K | Buy |
4,159
+934
| +29% | +$27.8K | 0.04% | 237 |
|
|
2018
Q1 | $99K | Buy |
+3,225
| New | +$99K | 0.04% | 168 |
|
|
2017
Q2 | – | Sell |
-3,126
| Closed | -$90K | – | 416 |
|
|
2017
Q1 | $90K | Sell |
3,126
-744
| -19% | -$21.4K | 0.03% | 248 |
|
|
2016
Q4 | $107K | Buy |
3,870
+2,988
| +339% | +$82.6K | 0.05% | 203 |
|
|
2016
Q3 | $21K | Buy |
882
+408
| +86% | +$9.71K | 0.01% | 324 |
|
|
2016
Q2 | $11K | Buy |
+474
| New | +$11K | 0.01% | 380 |
|
|
2016
Q1 | – | Sell |
-345
| Closed | -$8K | – | 399 |
|
|
2015
Q4 | $8K | Hold |
345
| – | – | ﹤0.01% | 483 |
|
|
2015
Q3 | $8K | Buy |
+345
| New | +$8K | 0.01% | 362 |
|