Plante Moran Financial 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 | – | Sell |
-56
| Closed | -$3.39K | – | 823 |
|
|
2025
Q1 | $3.39K | Hold |
56
| – | – | ﹤0.01% | 674 |
|
|
2024
Q4 | $3.17K | Hold |
56
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $3.18K | Buy |
+56
| New | +$3.18K | ﹤0.01% | 725 |
|
|
2023
Q4 | – | Sell |
-122
| Closed | -$5.19K | – | 880 |
|
|
2023
Q3 | $5.19K | Buy |
+122
| New | +$5.19K | ﹤0.01% | 601 |
|
|
2021
Q3 | – | Sell |
-190
| Closed | -$7K | – | 978 |
|
|
2021
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 731 |
|
|
2015
Q1 | – | Sell |
-114
| Closed | -$3K | – | 759 |
|
|
2014
Q4 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 721 |
|