KWB Wealth’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 Q2	–	Sell	-5,537	Closed	-$227K	–	131
2023 Q1	$227K	Hold	5,537	–	–	0.04%	111
2022 Q4	$227K	Buy	+5,537	New	+$227K	0.04%	105