IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Sell |
699
-159
| -19% | -$9.5K | ﹤0.01% | 2143 |
|
|
2025
Q1 | $51.9K | Buy |
858
+117
| +16% | +$7.08K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $41.9K | Hold |
741
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q3 | $42.1K | Hold |
741
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q2 | $36.9K | Hold |
741
| – | – | ﹤0.01% | 1800 |
|
|
2024
Q1 | $38.6K | Hold |
741
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q4 | $33.5K | Hold |
741
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q3 | $31.5K | Sell |
741
-15
| -2% | -$638 | ﹤0.01% | 1753 |
|
|
2023
Q2 | $30.9K | Buy |
756
+15
| +2% | +$613 | ﹤0.01% | 1817 |
|
|
2023
Q1 | $22.7K | Sell |
741
-424
| -36% | -$13K | ﹤0.01% | 1965 |
|
|
2022
Q4 | $36K | Sell |
1,165
-1,076
| -48% | -$33.3K | ﹤0.01% | 2462 |
|
|
2022
Q3 | $68K | Hold |
2,241
| – | – | ﹤0.01% | 2145 |
|
|
2022
Q2 | $68K | Hold |
2,241
| – | – | ﹤0.01% | 1946 |
|
|
2022
Q1 | $68K | Buy |
2,241
+1,500
| +202% | +$45.5K | ﹤0.01% | 1946 |
|
|
2021
Q4 | $29K | Hold |
741
| – | – | ﹤0.01% | 1753 |
|
|
2021
Q3 | $29K | Hold |
741
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q2 | $29K | Hold |
741
| – | – | ﹤0.01% | 1766 |
|
|
2021
Q1 | $27K | Hold |
741
| – | – | ﹤0.01% | 1708 |
|
|
2020
Q4 | $24K | Sell |
741
-33
| -4% | -$1.07K | ﹤0.01% | 1730 |
|
|
2020
Q3 | $21K | Hold |
774
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q2 | $21K | Sell |
774
-509
| -40% | -$13.8K | ﹤0.01% | 1546 |
|
|
2020
Q1 | $33K | Sell |
1,283
-37
| -3% | -$952 | ﹤0.01% | 1291 |
|
|
2019
Q4 | $47K | Sell |
1,320
-3,910
| -75% | -$139K | ﹤0.01% | 1282 |
|
|
2019
Q3 | $187K | Buy |
+5,230
| New | +$187K | 0.01% | 790 |
|
|
2019
Q1 | $75K | Sell |
2,475
-808
| -25% | -$24.5K | 0.01% | 800 |
|
|
2018
Q4 | $92K | Sell |
3,283
-26
| -0.8% | -$729 | 0.01% | 1234 |
|
|
2018
Q3 | $106K | Sell |
3,309
-2,779
| -46% | -$89K | ﹤0.01% | 1432 |
|
|
2018
Q2 | $181K | Sell |
6,088
-3,476
| -36% | -$103K | 0.01% | 1107 |
|
|
2018
Q1 | $294K | Hold |
9,564
| – | – | 0.01% | 831 |
|
|
2017
Q4 | $294K | Buy |
9,564
+4,014
| +72% | +$123K | 0.01% | 829 |
|
|
2017
Q3 | $166K | Buy |
5,550
+9
| +0.2% | +$269 | 0.01% | 1247 |
|
|
2017
Q2 | $163K | Sell |
5,541
-4,020
| -42% | -$118K | 0.01% | 1238 |
|
|
2017
Q1 | $274K | Buy |
9,561
+5,796
| +154% | +$166K | 0.01% | 947 |
|
|
2016
Q4 | $104K | Buy |
3,765
+15
| +0.4% | +$414 | 0.01% | 1420 |
|
|
2016
Q3 | $93K | Buy |
3,750
+2,550
| +213% | +$63.2K | ﹤0.01% | 1407 |
|
|
2016
Q2 | $28K | Sell |
1,200
-6,225
| -84% | -$145K | ﹤0.01% | 2115 |
|
|
2016
Q1 | $75K | Buy |
7,425
+6,225
| +519% | +$62.9K | 0.01% | 800 |
|
|
2015
Q4 | $28K | Buy |
+1,200
| New | +$28K | ﹤0.01% | 1955 |
|