HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,325
| Closed | -$44K | – | 230 |
|
|
2020
Q4 | $44K | Hold |
1,325
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $37K | Hold |
1,325
| – | – | 0.01% | 188 |
|
|
2020
Q2 | $36K | Hold |
1,325
| – | – | 0.01% | 185 |
|
|
2020
Q1 | $33K | Sell |
1,325
-39,108
| -97% | -$974K | 0.01% | 182 |
|
|
2019
Q4 | $1.43M | Buy |
40,433
+725
| +2% | +$25.7K | 0.35% | 53 |
|
|
2019
Q3 | $1.4M | Sell |
39,708
-1,845
| -4% | -$65K | 0.46% | 49 |
|
|
2019
Q2 | $1.41M | Buy |
41,553
+290
| +0.7% | +$9.85K | 0.4% | 49 |
|
|
2019
Q1 | $1.28M | Sell |
41,263
-6,705
| -14% | -$207K | 0.37% | 55 |
|
|
2018
Q4 | $1.36M | Sell |
47,968
-2,500
| -5% | -$70.9K | 0.44% | 50 |
|
|
2018
Q3 | $1.51M | Buy |
50,468
+250
| +0.5% | +$7.46K | 0.49% | 50 |
|
|
2018
Q2 | $1.5M | Hold |
50,218
| – | – | 0.49% | 49 |
|
|
2018
Q1 | $1.56M | Buy |
50,218
+50
| +0.1% | +$1.55K | 0.54% | 43 |
|
|
2017
Q4 | $1.54M | Sell |
50,168
-550
| -1% | -$16.9K | 0.54% | 45 |
|
|
2017
Q3 | $1.52M | Hold |
50,718
| – | – | 0.64% | 39 |
|
|
2017
Q2 | $1.49M | Buy |
50,718
+2,385
| +5% | +$70K | 0.74% | 32 |
|
|
2017
Q1 | $1.39M | Buy |
48,333
+25,125
| +108% | +$720K | 0.71% | 34 |
|
|
2016
Q4 | $642K | Buy |
+23,208
| New | +$642K | 0.34% | 68 |
|