Narus Financial Partners’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
Q1 | – | Sell |
-4,350
| Closed | -$246K | – | 155 |
|
|
2024
Q4 | $246K | Sell |
4,350
-2,300
| -35% | -$130K | 0.08% | 128 |
|
|
2024
Q3 | $377K | Buy |
6,650
+50
| +0.8% | +$2.84K | 0.14% | 100 |
|
|
2024
Q2 | $329K | Hold |
6,600
| – | – | 0.13% | 104 |
|
|
2024
Q1 | $344K | Hold |
6,600
| – | – | 0.15% | 103 |
|
|
2023
Q4 | $298K | Hold |
6,600
| – | – | 0.14% | 101 |
|
|
2023
Q3 | $281K | Hold |
6,600
| – | – | 0.14% | 92 |
|
|
2023
Q2 | $270K | Hold |
6,600
| – | – | 0.14% | 96 |
|
|
2023
Q1 | $260K | Hold |
6,600
| – | – | 0.14% | 94 |
|
|
2022
Q4 | $270K | Hold |
6,600
| – | – | 0.16% | 93 |
|
|
2022
Q3 | $239K | Hold |
6,600
| – | – | 0.15% | 96 |
|
|
2022
Q2 | $250K | Hold |
6,600
| – | – | 0.16% | 86 |
|
|
2022
Q1 | $277K | Buy |
+6,600
| New | +$277K | 0.16% | 90 |
|
|
2021
Q1 | $242K | Buy |
+6,600
| New | +$242K | 0.14% | 90 |
|
|
2019
Q4 | $410K | Hold |
11,564
| – | – | 0.29% | 40 |
|
|
2019
Q3 | $407K | Hold |
11,564
| – | – | 0.3% | 38 |
|
|
2019
Q2 | $393K | Buy |
+11,564
| New | +$393K | 0.3% | 39 |
|
|
2017
Q3 | $255K | Hold |
8,487
| – | – | 0.22% | 66 |
|
|
2017
Q2 | $249K | Hold |
8,487
| – | – | 0.23% | 64 |
|
|
2017
Q1 | $243K | Hold |
8,487
| – | – | 0.23% | 62 |
|
|
2016
Q4 | $235K | Buy |
+8,487
| New | +$235K | 0.25% | 61 |
|