Navis Wealth Advisors’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 | $1.88M | Buy |
31,430
+87
| +0.3% | +$5.2K | 1.58% | 10 |
|
|
2025
Q1 | $1.9M | Buy |
31,343
+152
| +0.5% | +$9.2K | 1.86% | 9 |
|
|
2024
Q4 | $1.76M | Buy |
31,191
+161
| +0.5% | +$9.1K | 1.93% | 9 |
|
|
2024
Q3 | $1.76M | Buy |
31,030
+92
| +0.3% | +$5.22K | 1.9% | 10 |
|
|
2024
Q2 | $1.54M | Buy |
30,938
+111
| +0.4% | +$5.53K | 1.77% | 11 |
|
|
2024
Q1 | $1.61M | Buy |
30,827
+116
| +0.4% | +$6.04K | 1.93% | 10 |
|
|
2023
Q4 | $1.39M | Buy |
30,711
+149
| +0.5% | +$6.74K | 1.81% | 10 |
|
|
2023
Q3 | $1.3M | Buy |
30,562
+110
| +0.4% | +$4.68K | 1.88% | 10 |
|
|
2023
Q2 | $1.24M | Buy |
30,452
+116
| +0.4% | +$4.74K | 1.14% | 11 |
|
|
2023
Q1 | $1.19M | Buy |
30,336
+105
| +0.3% | +$4.13K | 1.31% | 12 |
|
|
2022
Q4 | $1.24M | Buy |
30,231
+201
| +0.7% | +$8.23K | 1.76% | 12 |
|
|
2022
Q3 | $1.09M | Buy |
30,030
+144
| +0.5% | +$5.21K | 1.68% | 12 |
|
|
2022
Q2 | $1.13M | Buy |
29,886
+139
| +0.5% | +$5.26K | 1.21% | 18 |
|
|
2022
Q1 | $1.25M | Buy |
29,747
+107
| +0.4% | +$4.5K | 1.11% | 18 |
|
|
2021
Q4 | $1.2M | Buy |
29,640
+160
| +0.5% | +$6.46K | 1.01% | 21 |
|
|
2021
Q3 | $1.11M | Buy |
29,480
+146
| +0.5% | +$5.52K | 0.78% | 22 |
|
|
2021
Q2 | $1.13M | Buy |
29,334
+157
| +0.5% | +$6.05K | 0.95% | 23 |
|
|
2021
Q1 | $1.07M | Buy |
29,177
+3,101
| +12% | +$114K | 0.83% | 23 |
|
|
2020
Q4 | $876K | Buy |
+26,076
| New | +$876K | 0.79% | 28 |
|