Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
24,649
-882
| -3% | -$52.7K | 1.51% | 14 |
|
|
2025
Q1 | $1.55M | Buy |
+25,531
| New | +$1.55M | 1.69% | 12 |
|
|
2024
Q4 | – | Sell |
-23,323
| Closed | -$1.32M | – | 134 |
|
|
2024
Q3 | $1.32M | Buy |
+23,323
| New | +$1.32M | 1.12% | 17 |
|
|
2019
Q4 | – | Sell |
-173
| Closed | -$6K | – | 163 |
|
|
2019
Q3 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 147 |
|