Financial Architects (New Jersey)’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
Q3 | – | Sell |
-196
| Closed | -$5K | – | 532 |
|
|
2020
Q2 | $5K | Hold |
196
| – | – | ﹤0.01% | 720 |
|
|
2020
Q1 | $5K | Hold |
196
| – | – | ﹤0.01% | 705 |
|
|
2019
Q4 | $7K | Hold |
196
| – | – | ﹤0.01% | 728 |
|
|
2019
Q3 | $7K | Hold |
196
| – | – | ﹤0.01% | 776 |
|
|
2019
Q2 | $7K | Buy |
+196
| New | +$7K | ﹤0.01% | 845 |
|
|
2018
Q1 | – | Sell |
-438
| Closed | -$13K | – | 1340 |
|
|
2017
Q4 | $13K | Sell |
438
-45
| -9% | -$1.34K | ﹤0.01% | 947 |
|
|
2017
Q3 | $14K | Sell |
483
-171
| -26% | -$4.96K | ﹤0.01% | 950 |
|
|
2017
Q2 | $19K | Buy |
654
+639
| +4,260% | +$18.6K | ﹤0.01% | 862 |
|
|
2017
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1488 |
|