Capital Planning Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Sell |
141,685
-4,532
| -3% | -$271K | 1.24% | 22 |
|
|
2025
Q1 | $8.85M | Buy |
146,217
+383
| +0.3% | +$23.2K | 1.37% | 22 |
|
|
2024
Q4 | $8.24M | Buy |
145,834
+7,178
| +5% | +$406K | 1.27% | 21 |
|
|
2024
Q3 | $7.87M | Buy |
138,656
+717
| +0.5% | +$40.7K | 1.19% | 21 |
|
|
2024
Q2 | $6.87M | Buy |
137,939
+4,444
| +3% | +$221K | 1.18% | 21 |
|
|
2024
Q1 | $6.95M | Sell |
133,495
-2,961
| -2% | -$154K | 1.22% | 20 |
|
|
2023
Q4 | $6.17M | Buy |
136,456
+622
| +0.5% | +$28.1K | 1.17% | 21 |
|
|
2023
Q3 | $5.78M | Sell |
135,834
-4,101
| -3% | -$174K | 1.21% | 21 |
|
|
2023
Q2 | $5.72M | Sell |
139,935
-14,512
| -9% | -$593K | 1.16% | 22 |
|
|
2023
Q1 | $6.08M | Sell |
154,447
-33,236
| -18% | -$1.31M | 1.29% | 20 |
|
|
2022
Q4 | $7.69M | Sell |
187,683
-5,153
| -3% | -$211K | 1.83% | 13 |
|
|
2022
Q3 | $6.98M | Buy |
192,836
+32,804
| +20% | +$1.19M | 1.87% | 14 |
|
|
2022
Q2 | $6.06M | Buy |
+160,032
| New | +$6.06M | 1.6% | 20 |
|