Concourse Financial Group Securities’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
Q1 | – | Sell |
-407
| Closed | -$23.2K | – | 4479 |
|
|
2024
Q4 | $23.2K | Buy |
407
+223
| +121% | +$12.7K | ﹤0.01% | 1503 |
|
|
2024
Q3 | $10.4K | Buy |
184
+112
| +156% | +$6.36K | ﹤0.01% | 1680 |
|
|
2024
Q2 | $3.59K | Hold |
72
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q1 | $3.75K | Hold |
72
| – | – | ﹤0.01% | 1948 |
|
|
2023
Q4 | $3.26K | Sell |
72
-626
| -90% | -$28.3K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $29.7K | Buy |
698
+497
| +247% | +$21.1K | ﹤0.01% | 1300 |
|
|
2023
Q2 | $8.22K | Hold |
201
| – | – | ﹤0.01% | 1706 |
|
|
2023
Q1 | $7.91K | Sell |
201
-292
| -59% | -$11.5K | ﹤0.01% | 1724 |
|
|
2022
Q4 | $20.2K | Hold |
493
| – | – | ﹤0.01% | 1460 |
|
|
2022
Q3 | $18K | Hold |
493
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q2 | $19K | Sell |
493
-4,208
| -90% | -$162K | ﹤0.01% | 1469 |
|
|
2022
Q1 | $198K | Buy |
4,701
+4,168
| +782% | +$176K | 0.01% | 638 |
|
|
2021
Q4 | $22K | Sell |
533
-9
| -2% | -$371 | ﹤0.01% | 1601 |
|
|
2021
Q3 | $21K | Hold |
542
| – | – | ﹤0.01% | 1641 |
|
|
2021
Q2 | $21K | Hold |
542
| – | – | ﹤0.01% | 1624 |
|
|
2021
Q1 | $20K | Buy |
542
+254
| +88% | +$9.37K | ﹤0.01% | 1562 |
|
|
2020
Q4 | $10K | Hold |
288
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q3 | $8K | Sell |
288
-2,584
| -90% | -$71.8K | ﹤0.01% | 1646 |
|
|
2020
Q2 | $79K | Buy |
+2,872
| New | +$79K | 0.01% | 804 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4092 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4041 |
|
|
2019
Q3 | – | Sell |
-160
| Closed | -$5K | – | 3817 |
|
|
2019
Q2 | $5K | Hold |
160
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q1 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 1821 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3865 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3552 |
|