Avestar Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-127,115
| Closed | -$5.21M | – | 295 |
|
2022
Q4 | $5.21M | Buy |
127,115
+4,642
| +4% | +$190K | 0.94% | 25 |
|
2022
Q3 | $4.43M | Buy |
122,473
+3,118
| +3% | +$113K | 1.13% | 20 |
|
2022
Q2 | $4.52M | Buy |
119,355
+16,277
| +16% | +$616K | 1.11% | 21 |
|
2022
Q1 | $4.33M | Buy |
+103,078
| New | +$4.33M | 0.69% | 25 |
|
2018
Q1 | – | Sell |
-123
| Closed | -$3K | – | 890 |
|
2017
Q4 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 601 |
|