Strategic Wealth Partners’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 | $22.2K | Buy |
+372
| New | +$22.2K | ﹤0.01% | 625 |
|
|
2023
Q1 | – | Sell |
-162,886
| Closed | -$6.67M | – | 269 |
|
|
2022
Q4 | $6.67M | Buy |
162,886
+43,224
| +36% | +$1.77M | 1.24% | 13 |
|
|
2022
Q3 | $4.33M | Buy |
+119,662
| New | +$4.33M | 0.92% | 20 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$2K | – | 673 |
|
|
2018
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 699 |
|
|
2018
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 737 |
|