B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-14,250
| Closed | -$329K | – | 637 |
|
|
2016
Q1 | $329K | Sell |
14,250
-3,486
| -20% | -$80.5K | 0.08% | 326 |
|
|
2015
Q4 | $411K | Sell |
17,736
-1,986
| -10% | -$46K | 0.08% | 285 |
|
|
2015
Q3 | $445K | Buy |
19,722
+8,289
| +73% | +$187K | 0.11% | 253 |
|
|
2015
Q2 | $260K | Buy |
+11,433
| New | +$260K | 0.06% | 375 |
|
|
2015
Q1 | – | Sell |
-603
| Closed | -$13 | – | 1320 |
|
|
2014
Q4 | $13 | Buy |
+603
| New | +$13 | ﹤0.01% | 2731 |
|
|
2014
Q3 | – | Sell |
-333
| Closed | -$7.12K | – | 1314 |
|
|
2014
Q2 | $7.12K | Buy |
+333
| New | +$7.12K | ﹤0.01% | 1924 |
|