Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-89
| Closed | -$5.06K | – | 1260 |
|
|
2024
Q4 | $5.06K | Sell |
89
-8
| -8% | -$455 | ﹤0.01% | 1660 |
|
|
2024
Q3 | $5.54K | Hold |
97
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q2 | $4.86K | Hold |
97
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q1 | $5.08K | Hold |
97
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q4 | $4.41K | Hold |
97
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q3 | $4.15K | Buy |
+97
| New | +$4.15K | ﹤0.01% | 1026 |
|
|
2023
Q2 | – | Sell |
-97
| Closed | -$3.84K | – | 1198 |
|
|
2023
Q1 | $3.84K | Buy |
+97
| New | +$3.84K | ﹤0.01% | 880 |
|
|
2017
Q4 | – | Sell |
-18,000
| Closed | -$544K | – | 196 |
|
|
2017
Q3 | $544K | Buy |
+18,000
| New | +$544K | 0.12% | 140 |
|