TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-57
| Closed | -$1K | – | 718 |
|
|
2020
Q1 | $1K | Sell |
57
-28,811
| -100% | -$505K | ﹤0.01% | 640 |
|
|
2019
Q4 | $1.02M | Sell |
28,868
-402
| -1% | -$14.2K | 0.16% | 83 |
|
|
2019
Q3 | $1.03M | Sell |
29,270
-2,672
| -8% | -$94.1K | 0.18% | 78 |
|
|
2019
Q2 | $1.09M | Sell |
31,942
-31,700
| -50% | -$1.08M | 0.18% | 75 |
|
|
2019
Q1 | $1.97M | Sell |
63,642
-61,097
| -49% | -$1.89M | 0.37% | 47 |
|
|
2018
Q4 | $3.54M | Sell |
124,739
-18,561
| -13% | -$526K | 0.62% | 27 |
|
|
2018
Q3 | $4.59M | Sell |
143,300
-2,323
| -2% | -$74.5K | 0.65% | 36 |
|
|
2018
Q2 | $4.34M | Buy |
145,623
+4,923
| +3% | +$147K | 0.68% | 32 |
|
|
2018
Q1 | $4.36M | Buy |
140,700
+12,544
| +10% | +$389K | 0.75% | 29 |
|
|
2017
Q4 | $3.93M | Sell |
128,156
-112
| -0.1% | -$3.44K | 0.68% | 31 |
|
|
2017
Q3 | $3.85M | Buy |
128,268
+594
| +0.5% | +$17.8K | 0.87% | 25 |
|
|
2017
Q2 | $3.75M | Buy |
127,674
+30,630
| +32% | +$899K | 0.87% | 26 |
|
|
2017
Q1 | $2.76M | Buy |
97,044
+42,606
| +78% | +$1.21M | 0.63% | 29 |
|
|
2016
Q4 | $1.51M | Buy |
54,438
+44,049
| +424% | +$1.22M | 0.37% | 39 |
|
|
2016
Q3 | $261K | Sell |
10,389
-1,140
| -10% | -$28.6K | 0.08% | 111 |
|
|
2016
Q2 | $273K | Buy |
11,529
+1,317
| +13% | +$31.2K | 0.09% | 108 |
|
|
2016
Q1 | $236K | Sell |
10,212
-27,480
| -73% | -$635K | 0.09% | 106 |
|
|
2015
Q4 | $873K | Buy |
+37,692
| New | +$873K | 0.38% | 41 |
|