Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Hold |
316
| – | – | ﹤0.01% | 685 |
|
|
2025
Q1 | $19.1K | Hold |
316
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $17.9K | Hold |
316
| – | – | ﹤0.01% | 723 |
|
|
2024
Q3 | $17.9K | Buy |
+316
| New | +$17.9K | ﹤0.01% | 741 |
|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$94K | – | 885 |
|
|
2021
Q3 | $94K | Hold |
2,500
| – | – | 0.01% | 484 |
|
|
2021
Q2 | $96K | Hold |
2,500
| – | – | 0.01% | 476 |
|
|
2021
Q1 | $92K | Hold |
2,500
| – | – | 0.01% | 479 |
|
|
2020
Q4 | $84K | Buy |
+2,500
| New | +$84K | 0.01% | 475 |
|