CAPTRUST Financial 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 | $214K | Buy |
+3,576
| New | +$214K | ﹤0.01% | 2262 |
|
|
2022
Q3 | – | Sell |
-659
| Closed | -$25K | – | 3109 |
|
|
2022
Q2 | $25K | Hold |
659
| – | – | ﹤0.01% | 3246 |
|
|
2022
Q1 | $28K | Hold |
659
| – | – | ﹤0.01% | 3195 |
|
|
2021
Q4 | $27K | Hold |
659
| – | – | ﹤0.01% | 3096 |
|
|
2021
Q3 | $25K | Hold |
659
| – | – | ﹤0.01% | 3010 |
|
|
2021
Q2 | $25K | Hold |
659
| – | – | ﹤0.01% | 2959 |
|
|
2021
Q1 | $24K | Buy |
659
+427
| +184% | +$15.6K | ﹤0.01% | 2889 |
|
|
2020
Q4 | $8K | Buy |
232
+73
| +46% | +$2.52K | ﹤0.01% | 2667 |
|
|
2020
Q3 | $5K | Hold |
159
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q2 | $4K | Buy |
+159
| New | +$4K | ﹤0.01% | 2446 |
|
|
2019
Q4 | – | Sell |
-159
| Closed | -$6K | – | 1424 |
|
|
2019
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q2 | $5K | Hold |
159
| – | – | ﹤0.01% | 1647 |
|
|
2019
Q1 | $5K | Sell |
159
-100
| -39% | -$3.15K | ﹤0.01% | 1529 |
|
|
2018
Q4 | $7K | Buy |
259
+100
| +63% | +$2.7K | ﹤0.01% | 1284 |
|
|
2018
Q3 | $5K | Hold |
159
| – | – | ﹤0.01% | 1354 |
|
|
2018
Q2 | $5K | Buy |
+159
| New | +$5K | ﹤0.01% | 1327 |
|