Wealthcare Advisory Partners’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 |
-407
| Closed | -$15K | – | 1242 |
|
|
2021
Q1 | $15K | Buy |
+407
| New | +$15K | ﹤0.01% | 1318 |
|
|
2020
Q2 | – | Sell |
-411
| Closed | -$10K | – | 890 |
|
|
2020
Q1 | $10K | Buy |
411
+111
| +37% | +$2.7K | ﹤0.01% | 925 |
|
|
2019
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 914 |
|
|
2019
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 895 |
|
|
2019
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 842 |
|