Transform Wealth’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
2023 Q2	–	Sell	-36,742	Closed	-$1.45M	–	268
2023 Q1	$1.45M	Sell	36,742 -2,700	-7%	-$106K	0.14%	115
2022 Q4	$1.62M	Buy	+39,442	New	+$1.62M	0.18%	108