EPA
Element Pointe Advisors’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-46,435
| Closed | -$1.65M | – | 90 |
|
|
2019
Q4 | $1.65M | Sell |
46,435
-540
| -1% | -$19.1K | 0.86% | 19 |
|
|
2019
Q3 | $1.66M | Buy |
46,975
+1,282
| +3% | +$45.2K | 0.96% | 16 |
|
|
2019
Q2 | $1.55M | Hold |
45,693
| – | – | 0.87% | 19 |
|
|
2019
Q1 | $1.41M | Hold |
45,693
| – | – | 0.84% | 20 |
|
|
2018
Q4 | $1.3M | Buy |
+45,693
| New | +$1.3M | 0.82% | 21 |
|