Zimmermann Investment Management & Planning’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,773
| Closed | -$5.97M | – | 75 |
|
|
2024
Q3 | $5.97M | Buy |
47,773
+33,991
| +247% | +$4.24M | 1.83% | 16 |
|
|
2024
Q2 | $1.52M | Sell |
13,782
-2,914
| -17% | -$321K | 0.51% | 44 |
|
|
2024
Q1 | $1.85M | Sell |
16,696
-25,661
| -61% | -$2.84M | 0.66% | 46 |
|
|
2023
Q4 | $4.32M | Buy |
42,357
+5,503
| +15% | +$561K | 1.77% | 21 |
|
|
2023
Q3 | $3.2M | Buy |
+36,854
| New | +$3.2M | 1.53% | 25 |
|