Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,570
| Closed | -$315K | – | 287 |
|
|
2024
Q4 | $315K | Hold |
5,570
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $316K | Sell |
5,570
-147
| -3% | -$8.34K | 0.05% | 206 |
|
|
2024
Q2 | $285K | Sell |
5,717
-346
| -6% | -$17.2K | 0.04% | 224 |
|
|
2024
Q1 | $316K | Sell |
6,063
-263
| -4% | -$13.7K | 0.05% | 233 |
|
|
2023
Q4 | $286K | Hold |
6,326
| – | – | 0.05% | 232 |
|
|
2023
Q3 | $269K | Hold |
6,326
| – | – | 0.05% | 219 |
|
|
2023
Q2 | $259K | Hold |
6,326
| – | – | 0.04% | 237 |
|
|
2023
Q1 | $249K | Hold |
6,326
| – | – | 0.04% | 225 |
|
|
2022
Q4 | $259K | Hold |
6,326
| – | – | 0.05% | 208 |
|
|
2022
Q3 | $229K | Hold |
6,326
| – | – | 0.04% | 209 |
|
|
2022
Q2 | $239K | Hold |
6,326
| – | – | 0.05% | 209 |
|
|
2022
Q1 | $266K | Hold |
6,326
| – | – | 0.04% | 208 |
|
|
2021
Q4 | $255K | Hold |
6,326
| – | – | 0.05% | 195 |
|
|
2021
Q3 | $239K | Hold |
6,326
| – | – | 0.05% | 192 |
|
|
2021
Q2 | $244K | Sell |
6,326
-95
| -1% | -$3.66K | 0.04% | 219 |
|
|
2021
Q1 | $235K | Hold |
6,421
| – | – | 0.04% | 214 |
|
|
2020
Q4 | $216K | Sell |
6,421
-5,000
| -44% | -$168K | 0.04% | 199 |
|
|
2020
Q3 | $320K | Hold |
11,421
| – | – | 0.07% | 156 |
|
|
2020
Q2 | $312K | Sell |
11,421
-2,141
| -16% | -$58.5K | 0.1% | 138 |
|
|
2020
Q1 | $338K | Sell |
13,562
-2,273
| -14% | -$56.6K | 0.14% | 118 |
|
|
2019
Q4 | $561K | Buy |
+15,835
| New | +$561K | 0.18% | 93 |
|