Trademark Financial Management’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 | – | Sell |
-6,964
| Closed | -$422K | – | 92 |
|
|
2025
Q1 | $422K | Buy |
6,964
+2,853
| +69% | +$173K | 0.32% | 56 |
|
|
2024
Q4 | $232K | Sell |
4,111
-111
| -3% | -$6.27K | 0.18% | 83 |
|
|
2024
Q3 | $240K | Sell |
4,222
-5,571
| -57% | -$316K | 0.19% | 81 |
|
|
2024
Q2 | $488K | Sell |
9,793
-832
| -8% | -$41.5K | 0.4% | 55 |
|
|
2024
Q1 | $553K | Buy |
10,625
+1,624
| +18% | +$84.6K | 0.46% | 51 |
|
|
2023
Q4 | $407K | Buy |
+9,001
| New | +$407K | 0.3% | 69 |
|