HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
5,413
-347
| -6% | -$20.7K | ﹤0.01% | 894 |
|
|
2025
Q1 | $349K | Hold |
5,760
| – | – | ﹤0.01% | 889 |
|
|
2024
Q4 | $326K | Hold |
5,760
| – | – | ﹤0.01% | 766 |
|
|
2024
Q3 | $327K | Hold |
5,760
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $287K | Hold |
5,760
| – | – | ﹤0.01% | 718 |
|
|
2024
Q1 | $300K | Hold |
5,760
| – | – | ﹤0.01% | 655 |
|
|
2023
Q4 | $260K | Hold |
5,760
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $245K | Sell |
5,760
-24
| -0.4% | -$1.02K | ﹤0.01% | 633 |
|
|
2023
Q2 | $236K | Buy |
5,784
+1
| +0% | +$41 | ﹤0.01% | 620 |
|
|
2023
Q1 | $228K | Buy |
5,783
+1
| +0% | +$39 | ﹤0.01% | 634 |
|
|
2022
Q4 | $237K | Buy |
+5,782
| New | +$237K | ﹤0.01% | 592 |
|
|
2022
Q3 | – | Sell |
-5,438
| Closed | -$206K | – | 594 |
|
|
2022
Q2 | $206K | Hold |
5,438
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $229K | Sell |
5,438
-3,484
| -39% | -$147K | ﹤0.01% | 533 |
|
|
2021
Q4 | $360K | Buy |
+8,922
| New | +$360K | 0.01% | 355 |
|