Beck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-186,804
| Closed | -$5.35M | – | 106 |
|
|
2017
Q1 | $5.35M | Buy |
186,804
+33,162
| +22% | +$950K | 2.82% | 8 |
|
|
2016
Q4 | $4.25M | Buy |
+153,642
| New | +$4.25M | 2.38% | 11 |
|
|
2016
Q1 | – | Sell |
-5,370
| Closed | -$124K | – | 122 |
|
|
2015
Q4 | $124K | Buy |
+5,370
| New | +$124K | 0.07% | 132 |
|
|
2014
Q3 | – | Sell |
-44,799
| Closed | -$958K | – | 160 |
|
|
2014
Q2 | $958K | Buy |
44,799
+9,096
| +25% | +$195K | 0.64% | 54 |
|
|
2014
Q1 | $742K | Buy |
+35,703
| New | +$742K | 0.57% | 62 |
|