Laidlaw 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
2023 Q3	–	Sell	-5,758	Closed	-$235K	–	328
2023 Q2	$235K	Buy	5,758 +163	+3%	+$6.49K	0.05%	302
2023 Q1	$220K	Sell	5,595 -223	-4%	-$9.29K	0.05%	315
2022 Q4	$238K	Sell	5,818 -1,270	-18%	-$51.2K	0.05%	305
2022 Q3	$256K	Sell	7,088 -97	-1%	-$3.7K	0.06%	264
2022 Q2	$272K	Hold	7,185	–	–	0.06%	288
2022 Q1	$302K	Sell	7,185 -40	-0.6%	-$1.61K	0.05%	300
2021 Q4	$292K	Buy	7,225 +451	+7%	+$18.1K	0.05%	314
2021 Q3	$256K	Sell	6,774 -357	-5%	-$13.8K	0.07%	206
2021 Q2	$275K	Sell	7,131 -142	-2%	-$5.53K	0.07%	204
2021 Q1	$267K	Sell	7,273 -327	-4%	-$11.5K	0.09%	177
2020 Q4	$255K	Buy	+7,600	New	+$240K	0.05%	292