Transamerica Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 655 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$40 | ﹤0.01% | 497 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 342 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$33 | ﹤0.01% | 483 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 305 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 448 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 452 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 423 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 401 |
|
|
2017
Q4 | $1K | Sell |
1
-2
| -67% | -$61 | ﹤0.01% | 379 |
|
|
2017
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 373 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 348 |
|
|
2017
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 347 |
|
|
2016
Q4 | $1K | Buy |
+3
| New | +$79 | ﹤0.01% | 383 |
|
|
2016
Q1 | – | Sell |
-1,662
| Closed | -$39K | – | 816 |
|
|
2015
Q4 | $39K | Sell |
1,662
-3
| -0.2% | -$71 | ﹤0.01% | 438 |
|
|
2015
Q3 | $38K | Sell |
1,665
-3
| -0.2% | -$70 | ﹤0.01% | 417 |
|
|
2015
Q2 | $38K | Hold |
1,668
| – | – | ﹤0.01% | 485 |
|
|
2015
Q1 | $38K | Buy |
1,668
+1,542
| +1,224% | +$33.9K | ﹤0.01% | 467 |
|
|
2014
Q4 | $3K | Buy |
126
+123
| +4,100% | +$2.66K | ﹤0.01% | 589 |
|
|
2014
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 627 |
|
|
2014
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 633 |
|
|
2014
Q1 | $1K | Sell |
3
-21,618
| -100% | -$438K | ﹤0.01% | 597 |
|
|
2013
Q4 | $455K | Buy |
21,621
+4,794
| +28% | +$96.5K | 0.05% | 160 |
|
|
2013
Q3 | $319K | Sell |
16,827
-5,589
| -25% | -$105K | 0.04% | 191 |
|
|
2013
Q2 | $404K | Buy |
+22,416
| New | +$397K | 0.07% | 128 |
|
Other funds holding KIE
FMI
JCM
