Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9
| Closed | -$405 | – | 555 |
|
|
2023
Q4 | $405 | Sell |
9
-11
| -55% | -$495 | ﹤0.01% | 900 |
|
|
2023
Q3 | $847 | Hold |
20
| – | – | ﹤0.01% | 830 |
|
|
2023
Q2 | $813 | Hold |
20
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $781 | Sell |
20
-1
| -5% | -$39 | ﹤0.01% | 866 |
|
|
2022
Q4 | $857 | Hold |
21
| – | – | ﹤0.01% | 854 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $1K | Sell |
21
-5
| -19% | -$238 | ﹤0.01% | 795 |
|
|
2022
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 853 |
|
|
2021
Q3 | $1K | Sell |
26
-47
| -64% | -$1.81K | ﹤0.01% | 839 |
|
|
2021
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 727 |
|
|
2021
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $2K | Buy |
73
+1
| +1% | +$27 | ﹤0.01% | 696 |
|
|
2020
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 626 |
|
|
2020
Q1 | $2K | Sell |
72
-3
| -4% | -$83 | ﹤0.01% | 583 |
|
|
2019
Q4 | $3K | Sell |
75
-31
| -29% | -$1.24K | ﹤0.01% | 596 |
|
|
2019
Q3 | $4K | Sell |
106
-34
| -24% | -$1.28K | ﹤0.01% | 572 |
|
|
2019
Q2 | $5K | Sell |
140
-61
| -30% | -$2.18K | ﹤0.01% | 575 |
|
|
2019
Q1 | $6K | Sell |
201
-15
| -7% | -$448 | ﹤0.01% | 512 |
|
|
2018
Q4 | $6K | Sell |
216
-67
| -24% | -$1.86K | ﹤0.01% | 504 |
|
|
2018
Q3 | $9K | Sell |
283
-31,509
| -99% | -$1M | ﹤0.01% | 450 |
|
|
2018
Q2 | $947K | Buy |
31,792
+12,468
| +65% | +$371K | 0.33% | 54 |
|
|
2018
Q1 | $599K | Buy |
+19,324
| New | +$599K | 0.19% | 81 |
|