IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,242
| Closed | -$214K | – | 999 |
|
|
2023
Q2 | $214K | Buy |
5,242
+109
| +2% | +$4.46K | 0.01% | 855 |
|
|
2023
Q1 | $202K | Sell |
5,133
-4,906
| -49% | -$193K | 0.01% | 858 |
|
|
2022
Q4 | $411K | Buy |
+10,039
| New | +$411K | 0.03% | 547 |
|
|
2022
Q2 | – | Sell |
-7,395
| Closed | -$311K | – | 778 |
|
|
2022
Q1 | $311K | Sell |
7,395
-33
| -0.4% | -$1.39K | 0.02% | 559 |
|
|
2021
Q4 | $300K | Buy |
7,428
+2,078
| +39% | +$83.9K | 0.02% | 613 |
|
|
2021
Q3 | $202K | Buy |
+5,350
| New | +$202K | 0.02% | 736 |
|
|
2018
Q2 | – | Sell |
-573
| Closed | -$17K | – | 929 |
|
|
2018
Q1 | $17K | Buy |
573
+97
| +20% | +$2.88K | ﹤0.01% | 1033 |
|
|
2017
Q4 | $15K | Buy |
476
+149
| +46% | +$4.7K | ﹤0.01% | 1070 |
|
|
2017
Q3 | $10K | Buy |
327
+111
| +51% | +$3.39K | ﹤0.01% | 968 |
|
|
2017
Q2 | $59 | Buy |
216
+198
| +1,100% | +$54 | 0.03% | 474 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1176 |
|
|
2016
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1210 |
|