Chicago Wealth Management’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 | $8.37M | Sell |
140,060
-2,577
| -2% | -$154K | 3.99% | 16 |
|
|
2025
Q1 | $8.63M | Buy |
142,637
+2,557
| +2% | +$155K | 4.52% | 12 |
|
|
2024
Q4 | $7.92M | Buy |
140,080
+5,558
| +4% | +$314K | 4.11% | 15 |
|
|
2024
Q3 | $7.63M | Buy |
134,522
+2,772
| +2% | +$157K | 4.07% | 15 |
|
|
2024
Q2 | $6.57M | Buy |
131,750
+1,221
| +0.9% | +$60.8K | 3.78% | 15 |
|
|
2024
Q1 | $6.8M | Buy |
130,529
+563
| +0.4% | +$29.3K | 4.04% | 12 |
|
|
2023
Q4 | $5.88M | Sell |
129,966
-1,604
| -1% | -$72.5K | 4.02% | 11 |
|
|
2023
Q3 | $5.6M | Buy |
131,570
+248
| +0.2% | +$10.6K | 4.41% | 11 |
|
|
2023
Q2 | $5.37M | Sell |
131,322
-1,401
| -1% | -$57.3K | 4.09% | 11 |
|
|
2023
Q1 | $5.22M | Buy |
132,723
+4,903
| +4% | +$193K | 4.15% | 9 |
|
|
2022
Q4 | $5.23M | Buy |
+127,820
| New | +$5.23M | 4.51% | 8 |
|