WealthTrust Fairport’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
Q1 | $6K | Sell |
201
-6
| -3% | -$179 | ﹤0.01% | 371 |
|
|
2018
Q4 | $6K | Sell |
207
-304
| -59% | -$8.81K | ﹤0.01% | 351 |
|
|
2018
Q3 | $16K | Buy |
511
+31
| +6% | +$971 | ﹤0.01% | 344 |
|
|
2018
Q2 | $14K | Hold |
480
| – | – | ﹤0.01% | 351 |
|
|
2018
Q1 | $15K | Buy |
+480
| New | +$15K | ﹤0.01% | 357 |
|
|
2015
Q1 | – | Sell |
-201
| Closed | -$4K | – | 270 |
|
|
2014
Q4 | $4K | Hold |
201
| – | – | ﹤0.01% | 399 |
|
|
2014
Q3 | $4K | Hold |
201
| – | – | ﹤0.01% | 302 |
|
|
2014
Q2 | $4K | Sell |
201
-369
| -65% | -$7.34K | ﹤0.01% | 274 |
|
|
2014
Q1 | $12K | Sell |
570
-55,713
| -99% | -$1.17M | ﹤0.01% | 211 |
|
|
2013
Q4 | $1.18M | Buy |
56,283
+8,814
| +19% | +$185K | 0.18% | 84 |
|
|
2013
Q3 | $898K | Buy |
47,469
+2,511
| +6% | +$47.5K | 0.15% | 93 |
|
|
2013
Q2 | $809K | Buy |
+44,958
| New | +$809K | 0.14% | 95 |
|