Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,885
| Closed | -$76K | – | 2153 |
|
|
2021
Q4 | $76K | Sell |
1,885
-2,588
| -58% | -$104K | 0.01% | 736 |
|
|
2021
Q3 | $169K | Buy |
4,473
+14
| +0.3% | +$529 | 0.03% | 485 |
|
|
2021
Q2 | $172K | Buy |
4,459
+13
| +0.3% | +$501 | 0.03% | 466 |
|
|
2021
Q1 | $163K | Buy |
4,446
+11
| +0.2% | +$403 | 0.04% | 436 |
|
|
2020
Q4 | $149K | Buy |
+4,435
| New | +$149K | 0.04% | 407 |
|
|
2018
Q2 | – | Sell |
-102
| Closed | -$3K | – | 773 |
|
|
2018
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 824 |
|
|
2017
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 820 |
|
|
2017
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 784 |
|
|
2017
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 775 |
|