Keebeck Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $316K | Sell |
|
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|
2023
Q4 | $286K | Hold |
|
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $338K | Sell |
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|
2019
Q4 | $561K | Buy |
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