Zimmermann Investment Management & Planning’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
2024 Q4	–	Sell	-22,873	Closed	-$1.3M	–	76
2024 Q3	$1.3M	Sell	22,873 -72,305	-76%	-$4.1M	0.4%	56
2024 Q2	$4.74M	Buy	95,178 +15,137	+19%	+$754K	1.58%	22
2024 Q1	$4.17M	Buy	+80,041	New	+$4.17M	1.5%	23