Aveo Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-108,760
| Closed | -$4.19M | – | 275 |
|
2021
Q2 | $4.19M | Buy |
+108,760
| New | +$4.19M | 0.93% | 29 |
|
2019
Q3 | – | Sell |
-5,909
| Closed | -$206K | – | 186 |
|
2019
Q2 | $206K | Buy |
+5,909
| New | +$206K | 0.09% | 173 |
|
2018
Q2 | – | Sell |
-6,436
| Closed | -$200K | – | 149 |
|
2018
Q1 | $200K | Buy |
+6,436
| New | +$200K | 0.08% | 135 |
|
2017
Q2 | – | Sell |
-56,421
| Closed | -$1.62M | – | 138 |
|
2017
Q1 | $1.62M | Buy |
+56,421
| New | +$1.62M | 0.59% | 28 |
|