Carson Wealth (CWM LLC)’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 | $5K | Sell |
86
-255
| -75% | -$14.8K | ﹤0.01% | 4618 |
|
|
2025
Q1 | $21K | Buy |
341
+255
| +297% | +$15.7K | ﹤0.01% | 3629 |
|
|
2024
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 4211 |
|
|
2024
Q3 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 4104 |
|
|
2021
Q2 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2021
Q1 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q4 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q2 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q1 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2019
Q4 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2019
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2019
Q2 | $5K | Hold |
139
| – | – | ﹤0.01% | 2349 |
|
|
2019
Q1 | $5K | Buy |
+139
| New | +$5K | ﹤0.01% | 2349 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1516 |
|
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1387 |
|