V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,382
| Closed | -$384K | – | 247 |
|
|
2023
Q2 | $384K | Sell |
9,382
-5,552
| -37% | -$227K | 0.06% | 237 |
|
|
2023
Q1 | $588K | Sell |
14,934
-1,975
| -12% | -$77.7K | 0.11% | 173 |
|
|
2022
Q4 | $692K | Sell |
16,909
-4,755
| -22% | -$195K | 0.14% | 152 |
|
|
2022
Q3 | $783K | Sell |
21,664
-3,353
| -13% | -$121K | 0.16% | 141 |
|
|
2022
Q2 | $946K | Buy |
25,017
+7
| +0% | +$265 | 0.18% | 138 |
|
|
2022
Q1 | $1.05M | Sell |
25,010
-144
| -0.6% | -$6.06K | 0.17% | 139 |
|
|
2021
Q4 | $1.02M | Sell |
25,154
-347
| -1% | -$14K | 0.15% | 152 |
|
|
2021
Q3 | $963K | Sell |
25,501
-1,625
| -6% | -$61.4K | 0.15% | 153 |
|
|
2021
Q2 | $1.04M | Buy |
27,126
+451
| +2% | +$17.4K | 0.17% | 144 |
|
|
2021
Q1 | $977K | Sell |
26,675
-621
| -2% | -$22.7K | 0.18% | 144 |
|
|
2020
Q4 | $917K | Buy |
+27,296
| New | +$917K | 0.19% | 141 |
|
|
2020
Q3 | – | Sell |
-28,042
| Closed | -$767K | – | 257 |
|
|
2020
Q2 | $767K | Sell |
28,042
-170
| -0.6% | -$4.65K | 0.2% | 125 |
|
|
2020
Q1 | $703K | Buy |
28,212
+1,331
| +5% | +$33.2K | 0.22% | 118 |
|
|
2019
Q4 | $947K | Hold |
26,881
| – | – | 0.34% | 78 |
|
|
2019
Q3 | $947K | Sell |
26,881
-650
| -2% | -$22.9K | 0.34% | 78 |
|
|
2019
Q2 | $945K | Sell |
27,531
-331
| -1% | -$11.4K | 0.36% | 77 |
|
|
2019
Q1 | $894K | Buy |
27,862
+3,241
| +13% | +$104K | 0.36% | 76 |
|
|
2018
Q4 | $712K | Buy |
24,621
+130
| +0.5% | +$3.76K | 0.36% | 74 |
|
|
2018
Q3 | $777K | Buy |
24,491
+10
| +0% | +$317 | 0.36% | 77 |
|
|
2018
Q2 | $753K | Sell |
24,481
-862
| -3% | -$26.5K | 0.42% | 66 |
|
|
2018
Q1 | $772K | Buy |
25,343
+3,287
| +15% | +$100K | 0.41% | 67 |
|
|
2017
Q4 | $679K | Buy |
22,056
+105
| +0.5% | +$3.23K | 0.34% | 80 |
|
|
2017
Q3 | $655K | Buy |
21,951
+105
| +0.5% | +$3.13K | 0.33% | 71 |
|
|
2017
Q2 | $643K | Buy |
21,846
+330
| +2% | +$9.71K | 0.3% | 74 |
|
|
2017
Q1 | $620K | Buy |
21,516
+3,831
| +22% | +$110K | 0.38% | 76 |
|
|
2016
Q4 | $490K | Buy |
+17,685
| New | +$490K | 0.36% | 84 |
|