B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$27K | – | 485 |
|
|
2015
Q2 | $27K | Sell |
1,200
-150
| -11% | -$3.38K | 0.02% | 549 |
|
|
2015
Q1 | $30K | Hold |
1,350
| – | – | 0.02% | 519 |
|
|
2014
Q4 | $30K | Sell |
1,350
-150
| -10% | -$3.33K | 0.02% | 488 |
|
|
2014
Q3 | $31K | Hold |
1,500
| – | – | 0.02% | 511 |
|
|
2014
Q2 | $32K | Buy |
1,500
+900
| +150% | +$19.2K | 0.02% | 553 |
|
|
2014
Q1 | $12K | Buy |
+600
| New | +$12K | 0.01% | 727 |
|