Avior Wealth Management’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
2025
Q2
$335K Buy
5,607
+15
+0.3% +$896 0.01% 539
2025
Q1
$338K Sell
5,592
-2,972
-35% -$180K 0.01% 519
2024
Q4
$484K Buy
8,564
+44
+0.5% +$2.49K 0.02% 455
2024
Q3
$484K Buy
8,520
+26
+0.3% +$1.48K 0.02% 456
2024
Q2
$423K Buy
8,494
+30
+0.4% +$1.5K 0.02% 477
2024
Q1
$441K Buy
+8,464
New +$441K 0.02% 488