Ken Stern & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $471K | Buy |
14,691
+1
| +0% | +$32 | 0.21% | 64 |
|
2018
Q2 | $438K | Hold |
14,690
| – | – | 0.2% | 63 |
|
2018
Q1 | $456K | Sell |
14,690
-202
| -1% | -$6.27K | 0.2% | 60 |
|
2017
Q4 | $457K | Sell |
14,892
-108
| -0.7% | -$3.31K | 0.2% | 63 |
|
2017
Q3 | $450K | Sell |
15,000
-288
| -2% | -$8.64K | 0.2% | 62 |
|
2017
Q2 | $450K | Hold |
15,288
| – | – | 0.21% | 60 |
|
2017
Q1 | $440K | Hold |
15,288
| – | – | 0.21% | 61 |
|
2016
Q4 | $423K | Buy |
+15,288
| New | +$423K | 0.22% | 63 |
|