Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,189
| Closed | -$253K | – | 1916 |
|
|
2019
Q3 | $253K | Buy |
+7,189
| New | +$253K | ﹤0.01% | 1461 |
|
|
2017
Q3 | – | Sell |
-2,217
| Closed | -$65K | – | 2785 |
|
|
2017
Q2 | $65K | Buy |
2,217
+837
| +61% | +$24.5K | ﹤0.01% | 2294 |
|
|
2017
Q1 | $40K | Sell |
1,380
-300
| -18% | -$8.7K | ﹤0.01% | 2622 |
|
|
2016
Q4 | $46K | Buy |
1,680
+1,608
| +2,233% | +$44K | ﹤0.01% | 2435 |
|
|
2016
Q3 | $2K | Sell |
72
-678
| -90% | -$18.8K | ﹤0.01% | 4100 |
|
|
2016
Q2 | $18K | Hold |
750
| – | – | ﹤0.01% | 2838 |
|
|
2016
Q1 | $17K | Buy |
+750
| New | +$17K | ﹤0.01% | 2847 |
|
|
2015
Q2 | – | Sell |
-56,400
| Closed | -$1.26M | – | 2012 |
|
|
2015
Q1 | $1.26M | Buy |
56,400
+56,388
| +469,900% | +$1.26M | 0.01% | 394 |
|
|
2014
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 4098 |
|
|
2014
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 3927 |
|
|
2014
Q2 | $0 | Sell |
12
-87
| -88% | – | ﹤0.01% | 3736 |
|
|
2014
Q1 | $2K | Hold |
99
| – | – | ﹤0.01% | 3277 |
|
|
2013
Q4 | $2K | Hold |
99
| – | – | ﹤0.01% | 3097 |
|
|
2013
Q3 | $2K | Hold |
99
| – | – | ﹤0.01% | 2984 |
|
|
2013
Q2 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 2824 |
|