Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-835
| Closed | -$26K | – | 1291 |
|
|
2019
Q1 | $26K | Buy |
835
+724
| +652% | +$22.5K | ﹤0.01% | 1170 |
|
|
2018
Q4 | $3K | Hold |
111
| – | – | ﹤0.01% | 1953 |
|
|
2018
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 1902 |
|
|
2018
Q2 | $3K | Hold |
111
| – | – | ﹤0.01% | 2016 |
|
|
2018
Q1 | $3K | Hold |
111
| – | – | ﹤0.01% | 2033 |
|
|
2017
Q4 | $3K | Hold |
111
| – | – | ﹤0.01% | 1997 |
|
|
2017
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 1910 |
|
|
2017
Q2 | $3K | Buy |
+111
| New | +$3K | ﹤0.01% | 1895 |
|