Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-900
| Closed | -$33K | – | 158 |
|
|
2022
Q3 | $33K | Hold |
900
| – | – | 0.01% | 136 |
|
|
2022
Q2 | $34K | Buy |
+900
| New | +$34K | 0.01% | 140 |
|
|
2021
Q4 | – | Sell |
-900
| Closed | -$34K | – | 157 |
|
|
2021
Q3 | $34K | Hold |
900
| – | – | 0.01% | 139 |
|
|
2021
Q2 | $35K | Hold |
900
| – | – | 0.01% | 159 |
|
|
2021
Q1 | $33K | Hold |
900
| – | – | 0.01% | 157 |
|
|
2020
Q4 | $30K | Hold |
900
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $25K | Buy |
+900
| New | +$25K | 0.01% | 155 |
|
|
2020
Q2 | – | Sell |
-1,575
| Closed | -$39K | – | 228 |
|
|
2020
Q1 | $39K | Hold |
1,575
| – | – | 0.02% | 120 |
|
|
2019
Q4 | $56K | Hold |
1,575
| – | – | 0.02% | 128 |
|
|
2019
Q3 | $55K | Hold |
1,575
| – | – | 0.02% | 122 |
|
|
2019
Q2 | $55K | Hold |
1,575
| – | – | 0.02% | 121 |
|
|
2019
Q1 | $49K | Hold |
1,575
| – | – | 0.02% | 123 |
|
|
2018
Q4 | $45K | Buy |
+1,575
| New | +$45K | 0.02% | 114 |
|