EP Wealth Advisors’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
7,416
+47
| +0.6% | +$2.81K | ﹤0.01% | 830 |
|
|
2025
Q1 | $446K | Hold |
7,369
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $416K | Sell |
7,369
-9
| -0.1% | -$509 | ﹤0.01% | 750 |
|
|
2024
Q3 | $419K | Buy |
7,378
+449
| +6% | +$25.5K | ﹤0.01% | 745 |
|
|
2024
Q2 | $345K | Buy |
6,929
+1
| +0% | +$50 | ﹤0.01% | 615 |
|
|
2024
Q1 | $361K | Hold |
6,928
| – | – | ﹤0.01% | 581 |
|
|
2023
Q4 | $313K | Buy |
+6,928
| New | +$313K | ﹤0.01% | 603 |
|