Fulcrum Equity Management KIE Holdings History
Fulcrum Equity Management's SPDR S&P Insurance ETF Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 25,531.00 shares of SPDR S&P Insurance ETF(KIE), totaling $1.55 Mil. This investment constitutes 1.69% of their stock portfolio, and Fulcrum Equity Management now holds 0.16% of the outstanding SPDR S&P Insurance ETF(KIE) stock.
The initial trade took place in 2019Q3. And since then Fulcrum Equity Management has made 3 purchases of KIE, at an average price of $55.98, for a total of 49,027.00 shares. In addition, there have been 2 sales at an average price of $58.03 for 23,496.00 shares. Based on historical transaction data and KIE's current price of $57.94, Fulcrum Equity Management's estimated gain on his KIE holdings is $98,325.41, reflecting a 3.58% gain to date.
Fulcrum Equity Management KIE ($57.94) Holding Chart
Fulcrum Equity Management KIE ($57.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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