Tradewinds 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,972
| Closed | -$248K | – | 187 |
|
|
2024
Q2 | $248K | Hold |
4,972
| – | – | 0.08% | 171 |
|
|
2024
Q1 | $259K | Buy |
+4,972
| New | +$259K | 0.12% | 69 |
|
|
2023
Q3 | $212K | Hold |
4,972
| – | – | 0.12% | 115 |
|
|
2023
Q2 | $203K | Sell |
4,972
-274
| -5% | -$11.2K | 0.12% | 98 |
|
|
2023
Q1 | $206K | Buy |
+5,246
| New | +$206K | 0.13% | 121 |
|
|
2021
Q4 | $225K | Buy |
+4,972
| New | +$225K | 0.27% | 54 |
|