Belpointe Asset 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
Q2 | – | Sell |
-60,336
| Closed | -$3.14M | – | 897 |
|
|
2024
Q1 | $3.14M | Buy |
+60,336
| New | +$3.14M | 0.24% | 90 |
|
|
2023
Q2 | – | Sell |
-2,645
| Closed | -$104K | – | 2054 |
|
|
2023
Q1 | $104K | Sell |
2,645
-256
| -9% | -$10.1K | 0.01% | 1279 |
|
|
2022
Q4 | $119K | Sell |
2,901
-277
| -9% | -$11.3K | 0.01% | 1151 |
|
|
2022
Q3 | $115K | Sell |
3,178
-359
| -10% | -$13K | 0.01% | 1097 |
|
|
2022
Q2 | $134K | Sell |
3,537
-791
| -18% | -$30K | 0.01% | 987 |
|
|
2022
Q1 | $182K | Buy |
+4,328
| New | +$182K | 0.01% | 952 |
|