Stratos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,620
| Closed | -$319K | – | 756 |
|
|
2024
Q3 | $319K | Buy |
+5,620
| New | +$319K | 0.01% | 593 |
|
|
2024
Q2 | – | Sell |
-5,823
| Closed | -$303K | – | 741 |
|
|
2024
Q1 | $303K | Sell |
5,823
-873
| -13% | -$45.5K | 0.02% | 549 |
|
|
2023
Q4 | $303K | Sell |
6,696
-2,861
| -30% | -$129K | 0.02% | 552 |
|
|
2023
Q3 | $407K | Buy |
+9,557
| New | +$407K | 0.03% | 462 |
|
|
2023
Q1 | – | Sell |
-6,598
| Closed | -$270K | – | 622 |
|
|
2022
Q4 | $270K | Buy |
+6,598
| New | +$270K | 0.02% | 490 |
|
|
2022
Q3 | – | Sell |
-6,025
| Closed | -$228K | – | 516 |
|
|
2022
Q2 | $228K | Buy |
+6,025
| New | +$228K | 0.02% | 467 |
|
|
2021
Q3 | – | Sell |
-5,435
| Closed | -$209K | – | 540 |
|
|
2021
Q2 | $209K | Buy |
+5,435
| New | +$209K | 0.02% | 512 |
|
|
2020
Q2 | – | Sell |
-1,236
| Closed | -$31K | – | 335 |
|
|
2020
Q1 | $31K | Buy |
+1,236
| New | +$31K | 0.02% | 204 |
|