Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,783
| Closed | -$65K | – | 492 |
|
|
2021
Q1 | $65K | Buy |
+1,783
| New | +$65K | 0.02% | 313 |
|
|
2020
Q2 | $84K | Sell |
3,073
-663
| -18% | -$18.1K | 0.03% | 241 |
|
|
2020
Q1 | $93K | Sell |
3,736
-372
| -9% | -$9.26K | 0.04% | 215 |
|
|
2019
Q4 | $146K | Sell |
4,108
-75
| -2% | -$2.67K | 0.05% | 205 |
|
|
2019
Q3 | $147K | Buy |
4,183
+257
| +7% | +$9.03K | 0.05% | 200 |
|
|
2019
Q2 | $133K | Buy |
3,926
+397
| +11% | +$13.4K | 0.05% | 204 |
|
|
2019
Q1 | $109K | Buy |
3,529
+247
| +8% | +$7.63K | 0.05% | 207 |
|
|
2018
Q4 | $93K | Buy |
3,282
+15
| +0.5% | +$425 | 0.05% | 205 |
|
|
2018
Q3 | $105K | Sell |
3,267
-1,867
| -36% | -$60K | 0.05% | 199 |
|
|
2018
Q2 | $153K | Buy |
5,134
+12
| +0.2% | +$358 | 0.09% | 157 |
|
|
2018
Q1 | $158K | Buy |
5,122
+12
| +0.2% | +$370 | 0.09% | 157 |
|
|
2017
Q4 | $156K | Buy |
+5,110
| New | +$156K | 0.11% | 132 |
|