EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$22.6K | – | 2956 |
|
|
2023
Q4 | $22.6K | Sell |
500
-500
| -50% | -$22.6K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $42.5K | Hold |
1,000
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $40.9K | Buy |
1,000
+350
| +54% | +$14.3K | ﹤0.01% | 919 |
|
|
2023
Q1 | $25.6K | Buy |
650
+410
| +171% | +$16.1K | ﹤0.01% | 996 |
|
|
2022
Q4 | $9.83K | Buy |
+240
| New | +$9.83K | ﹤0.01% | 1339 |
|