Valeo 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
2021 Q2	–	Sell	-2,211	Closed	-$81K	–	1200
2021 Q1	$81K	Buy	2,211 +909	+70%	+$31.9K	﹤0.01%	689
2020 Q4	$44K	Hold	1,302	–	–	﹤0.01%	821
2020 Q3	$36K	Sell	1,302 -112	-8%	-$3.21K	﹤0.01%	754
2020 Q2	$39K	Buy	1,414 +13	+0.9%	+$344	﹤0.01%	818
2020 Q1	$39K	Buy	1,401 +99	+8%	+$3.23K	﹤0.01%	678
2019 Q4	$46K	Hold	1,302	–	–	﹤0.01%	684
2019 Q3	$46K	Hold	1,302	–	–	0.01%	637
2019 Q2	$44K	Hold	1,302	–	–	0.01%	642
2019 Q1	$40K	Hold	1,302	–	–	﹤0.01%	613
2018 Q4	$37K	Sell	1,302 -25	-2%	-$752	0.01%	565
2018 Q3	$40K	Hold	1,327	–	–	0.01%	592
2018 Q2	$42K	Buy	1,327 +25	+2%	+$768	0.01%	571
2018 Q1	$40K	Hold	1,302	–	–	0.01%	535
2017 Q4	$40K	Hold	1,302	–	–	0.01%	513
2017 Q3	$39K	Buy	+1,302	New	+$38.8K	0.01%	444