Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,758
| Closed | -$235K | – | 328 |
|
|
2023
Q2 | $235K | Buy |
5,758
+163
| +3% | +$6.66K | 0.05% | 302 |
|
|
2023
Q1 | $220K | Sell |
5,595
-223
| -4% | -$8.78K | 0.05% | 315 |
|
|
2022
Q4 | $238K | Sell |
5,818
-1,270
| -18% | -$52K | 0.05% | 305 |
|
|
2022
Q3 | $256K | Sell |
7,088
-97
| -1% | -$3.5K | 0.06% | 264 |
|
|
2022
Q2 | $272K | Hold |
7,185
| – | – | 0.06% | 288 |
|
|
2022
Q1 | $302K | Sell |
7,185
-40
| -0.6% | -$1.68K | 0.05% | 300 |
|
|
2021
Q4 | $292K | Buy |
7,225
+451
| +7% | +$18.2K | 0.05% | 314 |
|
|
2021
Q3 | $256K | Sell |
6,774
-357
| -5% | -$13.5K | 0.07% | 206 |
|
|
2021
Q2 | $275K | Sell |
7,131
-142
| -2% | -$5.48K | 0.07% | 204 |
|
|
2021
Q1 | $267K | Sell |
7,273
-327
| -4% | -$12K | 0.09% | 177 |
|
|
2020
Q4 | $255K | Buy |
+7,600
| New | +$255K | 0.05% | 292 |
|