Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,211
| Closed | -$81K | – | 1119 |
|
|
2021
Q1 | $81K | Buy |
2,211
+909
| +70% | +$33.3K | ﹤0.01% | 665 |
|
|
2020
Q4 | $44K | Hold |
1,302
| – | – | ﹤0.01% | 802 |
|
|
2020
Q3 | $36K | Sell |
1,302
-112
| -8% | -$3.1K | ﹤0.01% | 728 |
|
|
2020
Q2 | $39K | Buy |
1,414
+13
| +0.9% | +$359 | ﹤0.01% | 779 |
|
|
2020
Q1 | $39K | Buy |
1,401
+99
| +8% | +$2.76K | ﹤0.01% | 655 |
|
|
2019
Q4 | $46K | Hold |
1,302
| – | – | ﹤0.01% | 676 |
|
|
2019
Q3 | $46K | Hold |
1,302
| – | – | 0.01% | 631 |
|
|
2019
Q2 | $44K | Hold |
1,302
| – | – | 0.01% | 641 |
|
|
2019
Q1 | $40K | Hold |
1,302
| – | – | ﹤0.01% | 608 |
|
|
2018
Q4 | $37K | Sell |
1,302
-25
| -2% | -$710 | 0.01% | 560 |
|
|
2018
Q3 | $40K | Hold |
1,327
| – | – | 0.01% | 586 |
|
|
2018
Q2 | $42K | Buy |
1,327
+25
| +2% | +$791 | 0.01% | 567 |
|
|
2018
Q1 | $40K | Hold |
1,302
| – | – | 0.01% | 533 |
|
|
2017
Q4 | $40K | Hold |
1,302
| – | – | 0.01% | 512 |
|
|
2017
Q3 | $39K | Buy |
+1,302
| New | +$39K | 0.01% | 442 |
|