Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-206
| Closed | -$11.7K | – | 1139 |
|
|
2024
Q3 | $11.7K | Hold |
206
| – | – | ﹤0.01% | 896 |
|
|
2024
Q2 | $10.3K | Buy |
+206
| New | +$10.3K | ﹤0.01% | 914 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$1.11K | – | 1263 |
|
|
2023
Q3 | $1.11K | Hold |
26
| – | – | ﹤0.01% | 1107 |
|
|
2023
Q2 | $1.06K | Buy |
+26
| New | +$1.06K | ﹤0.01% | 1098 |
|