Homrich & Berg’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
Q3 | $243K | Hold |
6,422
| – | – | 0.01% | 400 |
|
|
2021
Q2 | $248K | Hold |
6,422
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $235K | Hold |
6,422
| – | – | 0.01% | 377 |
|
|
2020
Q4 | $216K | Buy |
+6,422
| New | +$216K | 0.01% | 365 |
|
|
2020
Q3 | – | Sell |
-7,440
| Closed | -$203K | – | 349 |
|
|
2020
Q2 | $203K | Buy |
+7,440
| New | +$203K | 0.01% | 301 |
|
|
2020
Q1 | – | Sell |
-8,604
| Closed | -$305K | – | 332 |
|
|
2019
Q4 | $305K | Sell |
8,604
-2,462
| -22% | -$87.3K | 0.01% | 297 |
|
|
2019
Q3 | $390K | Sell |
11,066
-479
| -4% | -$16.9K | 0.02% | 248 |
|
|
2019
Q2 | $392K | Buy |
11,545
+502
| +5% | +$17K | 0.02% | 256 |
|
|
2019
Q1 | $341K | Buy |
11,043
+14
| +0.1% | +$432 | 0.02% | 251 |
|
|
2018
Q4 | $313K | Sell |
11,029
-676
| -6% | -$19.2K | 0.02% | 243 |
|
|
2018
Q3 | $375K | Sell |
11,705
-131
| -1% | -$4.2K | 0.02% | 241 |
|
|
2018
Q2 | $353K | Buy |
11,836
+66
| +0.6% | +$1.97K | 0.03% | 231 |
|
|
2018
Q1 | $365K | Buy |
11,770
+654
| +6% | +$20.3K | 0.03% | 236 |
|
|
2017
Q4 | $341K | Buy |
+11,116
| New | +$341K | 0.02% | 237 |
|