J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,105
| Closed | -$209K | – | 1752 |
|
|
2023
Q2 | $209K | Sell |
5,105
-38,758
| -88% | -$1.58M | ﹤0.01% | 1372 |
|
|
2023
Q1 | $1.73M | Sell |
43,863
-3,799
| -8% | -$150K | ﹤0.01% | 936 |
|
|
2022
Q4 | $1.95M | Buy |
47,662
+2,441
| +5% | +$100K | ﹤0.01% | 862 |
|
|
2022
Q3 | $1.64M | Buy |
45,221
+1,227
| +3% | +$44.4K | ﹤0.01% | 918 |
|
|
2022
Q2 | $1.67M | Buy |
+43,994
| New | +$1.67M | ﹤0.01% | 903 |
|
|
2016
Q2 | – | Sell |
-19,662
| Closed | -$453K | – | 1292 |
|
|
2016
Q1 | $453K | Buy |
19,662
+9,021
| +85% | +$208K | ﹤0.01% | 780 |
|
|
2015
Q4 | $247K | Buy |
+10,641
| New | +$247K | ﹤0.01% | 945 |
|