Rothschild Investment LLC’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 | $332K | Sell |
5,550
-50
| -0.9% | -$2.99K | 0.02% | 406 |
|
|
2025
Q1 | $339K | Sell |
5,600
-350
| -6% | -$21.2K | 0.02% | 399 |
|
|
2024
Q4 | $336K | Hold |
5,950
| – | – | 0.02% | 405 |
|
|
2024
Q3 | $338K | Hold |
5,950
| – | – | 0.02% | 411 |
|
|
2024
Q2 | $296K | Hold |
5,950
| – | – | 0.02% | 425 |
|
|
2024
Q1 | $310K | Buy |
+5,950
| New | +$310K | 0.02% | 401 |
|