Steward Partners Investment Advisory’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 | $185K | Hold |
3,094
| – | – | ﹤0.01% | 1802 |
|
|
2025
Q1 | $187K | Sell |
3,094
-115
| -4% | -$6.96K | ﹤0.01% | 1682 |
|
|
2024
Q4 | $181K | Buy |
3,209
+588
| +22% | +$33.2K | ﹤0.01% | 1668 |
|
|
2024
Q3 | $149K | Buy |
2,621
+824
| +46% | +$46.8K | ﹤0.01% | 1669 |
|
|
2024
Q2 | $89.5K | Hold |
1,797
| – | – | ﹤0.01% | 1832 |
|
|
2024
Q1 | $93.6K | Buy |
1,797
+201
| +13% | +$10.5K | ﹤0.01% | 1806 |
|
|
2023
Q4 | $72.2K | Hold |
1,596
| – | – | ﹤0.01% | 1825 |
|
|
2023
Q3 | $67.9K | Buy |
1,596
+1,152
| +259% | +$49K | ﹤0.01% | 1764 |
|
|
2023
Q2 | $18.2K | Hold |
444
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q1 | $17.5K | Hold |
444
| – | – | ﹤0.01% | 2306 |
|
|
2022
Q4 | $18.2K | Hold |
444
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q3 | $16K | Sell |
444
-76
| -15% | -$2.74K | ﹤0.01% | 2322 |
|
|
2022
Q2 | $20K | Buy |
520
+1
| +0.2% | +$38 | ﹤0.01% | 2222 |
|
|
2022
Q1 | $22K | Hold |
519
| – | – | ﹤0.01% | 2315 |
|
|
2021
Q4 | $21K | Sell |
519
-13
| -2% | -$526 | ﹤0.01% | 2303 |
|
|
2021
Q3 | $20K | Buy |
532
+1
| +0.2% | +$38 | ﹤0.01% | 2325 |
|
|
2021
Q2 | $20K | Sell |
531
-1,439
| -73% | -$54.2K | ﹤0.01% | 5103 |
|
|
2021
Q1 | $72.2K | Buy |
1,970
+1,511
| +329% | +$55.4K | ﹤0.01% | 1795 |
|
|
2020
Q4 | $15K | Buy |
459
+150
| +49% | +$4.9K | ﹤0.01% | 2160 |
|
|
2020
Q3 | $9K | Sell |
309
-24
| -7% | -$699 | ﹤0.01% | 2179 |
|
|
2020
Q2 | $9K | Sell |
333
-335
| -50% | -$9.05K | ﹤0.01% | 2079 |
|
|
2020
Q1 | $16K | Sell |
668
-185
| -22% | -$4.43K | ﹤0.01% | 1691 |
|
|
2019
Q4 | $30K | Buy |
853
+134
| +19% | +$4.71K | ﹤0.01% | 1621 |
|
|
2019
Q3 | $25K | Sell |
719
-1,550
| -68% | -$53.9K | ﹤0.01% | 1645 |
|
|
2019
Q2 | $77K | Buy |
+2,269
| New | +$77K | ﹤0.01% | 1164 |
|
|
2018
Q4 | – | Sell |
-304
| Closed | -$10K | – | 1502 |
|
|
2018
Q3 | $10K | Buy |
304
+119
| +64% | +$3.91K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $6K | Sell |
185
-2,109
| -92% | -$68.4K | ﹤0.01% | 1937 |
|
|
2018
Q1 | $71K | Buy |
+2,294
| New | +$71K | ﹤0.01% | 876 |
|