Cary Street Partners Investment Advisory’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
Q4
Sell
-6,514
Closed -$370K 652
2024
Q3
$370K Hold
6,514
0.01% 564
2024
Q2
$325K Sell
6,514
-213
-3% -$10.6K 0.01% 574
2024
Q1
$350K Buy
+6,727
New +$350K 0.01% 527