Hcr Wealth Advisors Spdr S&P Insurance ETF Transaction History

Hcr Wealth Advisors

$698 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$32.2 - $37.72 $42,665 - $49,979	-1,325 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$20.74 - $37.52 $811,099 - $1.47 Million	-39,108 Reduced 96.72%	1,325 $33,000
Q4 2019 Feb 07, 2020	BUY	$33.61 - $36.11 $24,367 - $26,179	725 Added 1.83%	40,433 $1.43 Million
Q3 2019 Nov 07, 2019	SELL	$34.6 - $35.33 $63,837 - $65,183	-1,845 Reduced 4.44%	39,708 $1.4 Million
Q2 2019 Jul 25, 2019	BUY	N/A	290 Added 0.7%	41,553 $1.41 Million
Q1 2019 May 10, 2019	SELL	N/A	-6,705 Reduced 13.98%	41,263 $1.28 Million
Q4 2018 Jan 31, 2019	SELL	N/A	-2,500 Reduced 4.95%	47,968 $1.36 Million
Q3 2018 Nov 09, 2018	BUY	N/A	250 Added 0.5%	50,468 $1.51 Million
Q1 2018 May 15, 2018	BUY	N/A	50 Added 0.1%	50,218 $1.56 Million
Q4 2017 Feb 13, 2018	BUY	N/A	33,262 Added 196.75%	50,168 $1.54 Million
Q2 2017 Aug 16, 2017	BUY	N/A	16,906	16,906 $1.49 Million

Others Institutions Holding KIE

# of Institutions

154

Shares Held

12.3M

Call Options Held

54K

Put Options Held

801K

About SPDR S&P INSURANCE ETF

Ticker KIE
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