BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-67
| Closed | -$2K | – | 1025 |
|
|
2020
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 740 |
|
|
2019
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 774 |
|
|
2019
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 634 |
|
|
2019
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 671 |
|
|
2019
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 615 |
|