A detailed history of Kaizen Financial Strategies transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 12,130 shares of KIE stock, worth $691,046. This represents 0.41% of its overall portfolio holdings.

Number of Shares
12,130
Previous 12,100 0.25%
Holding current value
$691,046
Previous $602,000 14.29%
% of portfolio
0.41%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$49.44 - $56.87 $1,483 - $1,706
30 Added 0.25%
12,130 $688,000
Q2 2024

Aug 02, 2024

SELL
$47.72 - $51.83 $70,625 - $76,708
-1,480 Reduced 10.9%
12,100 $602,000
Q1 2024

May 02, 2024

BUY
$45.35 - $52.07 $36,280 - $41,656
800 Added 6.26%
13,580 $707,000
Q4 2023

Jan 18, 2024

BUY
$41.63 - $46.09 $247,698 - $274,235
5,950 Added 87.12%
12,780 $577,000
Q1 2023

May 10, 2023

SELL
$37.44 - $44.1 $7,488 - $8,820
-200 Reduced 2.84%
6,830 $268,000
Q4 2022

Jan 18, 2023

BUY
$37.03 - $42.63 $260,320 - $299,688
7,030 New
7,030 $0

Others Institutions Holding KIE

About SPDR S&P INSURANCE ETF


  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
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