Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-600
| Closed | -$17K | – | 902 |
|
|
2020
Q3 | $17K | Hold |
600
| – | – | 0.01% | 632 |
|
|
2020
Q2 | $16K | Hold |
600
| – | – | 0.01% | 638 |
|
|
2020
Q1 | $15K | Hold |
600
| – | – | 0.01% | 628 |
|
|
2019
Q4 | $21K | Hold |
600
| – | – | 0.01% | 663 |
|
|
2019
Q3 | $21K | Hold |
600
| – | – | 0.01% | 675 |
|
|
2019
Q2 | $20K | Hold |
600
| – | – | 0.01% | 673 |
|
|
2019
Q1 | $19K | Hold |
600
| – | – | 0.01% | 698 |
|
|
2018
Q4 | $17K | Hold |
600
| – | – | 0.01% | 677 |
|
|
2018
Q3 | $19K | Hold |
600
| – | – | 0.01% | 743 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | 0.01% | 751 |
|
|
2018
Q1 | $19K | Buy |
+600
| New | +$19K | 0.01% | 715 |
|