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 12,100 shares of KIE stock, worth $697,323. This represents 0.39% of its overall portfolio holdings.

Number of Shares
12,100
Previous 13,580 10.9%
Holding current value
$697,323
Previous $707,000 14.85%
% of portfolio
0.39%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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