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Peak Financial Advisors’s SPDR S&P Insurance ETF KIE Stock Holding History

Peak Financial Advisors’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,555
Closed -$393K – 80
2024
Q1 		$393K Sell
7,555
-143
-2% -$7.45K 0.24% 58
2023
Q4 		$348K Buy
+7,698
New +$348K 0.23% 62