Meridian 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
2024
Q1
Sell
-4,505
Closed -$204K 360
2023
Q4
$204K Buy
+4,505
New +$204K 0.01% 568
2017
Q2
Sell
-39,300
Closed -$1.13M 173
2017
Q1
$1.13M Hold
39,300
0.67% 32
2016
Q4
$1.09M Buy
+39,300
New +$1.09M 0.86% 23