HR
Howe & Rusling’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29
| Closed | -$1.64K | – | 455 |
|
|
2024
Q4 | $1.64K | Buy |
+29
| New | +$1.64K | ﹤0.01% | 401 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$3K | – | 848 |
|
|
2018
Q4 | $3K | Sell |
105
-105
| -50% | -$3K | ﹤0.01% | 617 |
|
|
2018
Q3 | $7K | Sell |
210
-340
| -62% | -$11.3K | ﹤0.01% | 561 |
|
|
2018
Q2 | $16K | Sell |
550
-750
| -58% | -$21.8K | ﹤0.01% | 385 |
|
|
2018
Q1 | $40K | Sell |
1,300
-169,230
| -99% | -$5.21M | 0.01% | 298 |
|
|
2017
Q4 | $5.24M | Buy |
170,530
+114,312
| +203% | +$3.51M | 0.95% | 40 |
|
|
2017
Q3 | $5.06M | Sell |
56,218
-1,605
| -3% | -$144K | 0.94% | 40 |
|
|
2017
Q2 | $5.09M | Buy |
57,823
+255
| +0.4% | +$22.5K | 1.04% | 38 |
|
|
2017
Q1 | $4.95M | Buy |
+57,568
| New | +$4.95M | 0.99% | 40 |
|
|
2016
Q4 | – | Sell |
-17
| Closed | -$1K | – | 1057 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 966 |
|
|
2016
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 902 |
|
|
2016
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 941 |
|
|
2015
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 912 |
|
|
2015
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 924 |
|
|
2015
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 960 |
|
|
2015
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 868 |
|
|
2014
Q4 | $1K | Sell |
17
-80
| -82% | -$4.71K | ﹤0.01% | 853 |
|
|
2014
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 572 |
|
|
2014
Q2 | $6K | Buy |
+97
| New | +$6K | ﹤0.01% | 584 |
|
|
2014
Q1 | – | Sell |
-107
| Closed | -$7K | – | 891 |
|
|
2013
Q4 | $7K | Sell |
107
-147
| -58% | -$9.62K | ﹤0.01% | 541 |
|
|
2013
Q3 | $14K | Sell |
254
-666
| -72% | -$36.7K | 0.01% | 538 |
|
|
2013
Q2 | $50K | Buy |
+920
| New | +$50K | 0.01% | 335 |
|