Roman Butler Fullerton & Co’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
Q1 | – | Sell |
-15,669
| Closed | -$555K | – | 155 |
|
|
2019
Q4 | $555K | Sell |
15,669
-1,427
| -8% | -$50.5K | 0.37% | 85 |
|
|
2019
Q3 | $602K | Sell |
17,096
-5,111
| -23% | -$180K | 0.42% | 80 |
|
|
2019
Q2 | $755K | Sell |
22,207
-7,467
| -25% | -$254K | 0.51% | 64 |
|
|
2019
Q1 | $917K | Sell |
29,674
-636
| -2% | -$19.7K | 0.64% | 47 |
|
|
2018
Q4 | $886K | Buy |
+30,310
| New | +$886K | 0.75% | 42 |
|