Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,897
| Closed | -$229K | – | 272 |
|
|
2015
Q4 | $229K | Buy |
9,897
+7,422
| +300% | +$172K | 0.06% | 230 |
|
|
2015
Q3 | $55K | Sell |
2,475
-2,529
| -51% | -$56.2K | 0.01% | 417 |
|
|
2015
Q2 | $113K | Buy |
+5,004
| New | +$113K | 0.03% | 320 |
|
|
2014
Q1 | – | Sell |
-2,763
| Closed | -$58K | – | 913 |
|
|
2013
Q4 | $58K | Buy |
+2,763
| New | +$58K | 0.03% | 269 |
|