Choate Investment 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 | $14.3K | Buy |
+240
| New | +$14.3K | ﹤0.01% | 463 |
|
|
2023
Q4 | – | Sell |
-240
| Closed | -$10.2K | – | 421 |
|
|
2023
Q3 | $10.2K | Hold |
240
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $9.81K | Sell |
240
-310
| -56% | -$12.7K | ﹤0.01% | 344 |
|
|
2023
Q1 | $21.6K | Hold |
550
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $22.5K | Hold |
550
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $20K | Hold |
550
| – | – | ﹤0.01% | 283 |
|
|
2022
Q2 | $21K | Hold |
550
| – | – | ﹤0.01% | 298 |
|
|
2022
Q1 | $23K | Hold |
550
| – | – | ﹤0.01% | 338 |
|
|
2021
Q4 | $22K | Hold |
550
| – | – | ﹤0.01% | 325 |
|
|
2021
Q3 | $21K | Sell |
550
-80
| -13% | -$3.06K | ﹤0.01% | 291 |
|
|
2021
Q2 | $24K | Hold |
630
| – | – | ﹤0.01% | 308 |
|
|
2021
Q1 | $23K | Sell |
630
-175
| -22% | -$6.39K | ﹤0.01% | 285 |
|
|
2020
Q4 | $27K | Hold |
805
| – | – | ﹤0.01% | 272 |
|
|
2020
Q3 | $23K | Buy |
+805
| New | +$23K | ﹤0.01% | 270 |
|
|
2016
Q2 | – | Sell |
-24,855
| Closed | -$574K | – | 240 |
|
|
2016
Q1 | $574K | Buy |
+24,855
| New | +$574K | 0.04% | 137 |
|