Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-27,251
| Closed | -$679K | – | 395 |
|
|
2020
Q1 | $679K | Hold |
27,251
| – | – | 0.13% | 158 |
|
|
2019
Q4 | $966K | Hold |
27,251
| – | – | 0.16% | 135 |
|
|
2019
Q3 | $960K | Buy |
27,251
+157
| +0.6% | +$5.53K | 0.17% | 130 |
|
|
2019
Q2 | $922K | Sell |
27,094
-251
| -0.9% | -$8.54K | 0.17% | 133 |
|
|
2019
Q1 | $169K | Sell |
27,345
-3,510
| -11% | -$21.7K | 0.02% | 494 |
|
|
2018
Q4 | $876K | Sell |
30,855
-468,215
| -94% | -$13.3M | 0.19% | 113 |
|
|
2018
Q3 | $5.5M | Sell |
499,070
-119,903
| -19% | -$1.32M | 0.07% | 272 |
|
|
2018
Q2 | $20.8M | Buy |
618,973
+598,973
| +2,995% | +$20.1M | 0.23% | 103 |
|
|
2018
Q1 | $610K | Buy |
20,000
+1,750
| +10% | +$53.4K | 0.12% | 176 |
|
|
2017
Q4 | $559K | Buy |
18,250
+1,750
| +11% | +$53.6K | 0.1% | 191 |
|
|
2017
Q3 | $499K | Buy |
16,500
+1,800
| +12% | +$54.4K | 0.1% | 202 |
|
|
2017
Q2 | $435K | Buy |
14,700
+906
| +7% | +$26.8K | 0.1% | 208 |
|
|
2017
Q1 | $393K | Buy |
13,794
+1,794
| +15% | +$51.1K | 0.1% | 205 |
|
|
2016
Q4 | $333K | Buy |
12,000
+750
| +7% | +$20.8K | 0.11% | 184 |
|
|
2016
Q3 | $280K | Buy |
+11,250
| New | +$280K | 0.1% | 206 |
|