Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6K | Hold |
137
| – | – | ﹤0.01% | 2369 |
|
|
2021
Q3 | $5K | Sell |
137
-1
| -0.7% | -$36 | ﹤0.01% | 2262 |
|
|
2021
Q2 | $5K | Sell |
138
-8
| -5% | -$290 | ﹤0.01% | 2198 |
|
|
2021
Q1 | $5K | Sell |
146
-4
| -3% | -$137 | ﹤0.01% | 2104 |
|
|
2020
Q4 | $5K | Sell |
150
-260
| -63% | -$8.67K | ﹤0.01% | 1988 |
|
|
2020
Q3 | $11K | Buy |
+410
| New | +$11K | ﹤0.01% | 1604 |
|
|
2017
Q4 | – | Sell |
-1,401
| Closed | -$43K | – | 874 |
|
|
2017
Q3 | $43K | Hold |
1,401
| – | – | 0.01% | 738 |
|
|
2017
Q2 | $41K | Sell |
1,401
-921
| -40% | -$27K | 0.01% | 842 |
|
|
2017
Q1 | $67K | Buy |
2,322
+750
| +48% | +$21.6K | 0.02% | 620 |
|
|
2016
Q4 | $43K | Hold |
1,572
| – | – | 0.01% | 1029 |
|
|
2016
Q3 | $39K | Hold |
1,572
| – | – | 0.01% | 1058 |
|
|
2016
Q2 | $37K | Buy |
1,572
+240
| +18% | +$5.65K | 0.01% | 749 |
|
|
2016
Q1 | $30K | Buy |
+1,332
| New | +$30K | 0.01% | 782 |
|
|
2014
Q4 | – | Sell |
-3,714
| Closed | -$78K | – | 2132 |
|
|
2014
Q3 | $78K | Buy |
+3,714
| New | +$78K | 0.02% | 746 |
|