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Beacon Harbor Wealth Advisors’s SPDR S&P Insurance ETF KIE Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-205,388
Closed -$11.6M – 86
2024
Q4 		$11.6M Buy
+205,388
New +$11.6M 2.7% 6