A detailed history of Jamison Private Wealth Management, Inc. transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,714 shares of KRE stock, worth $158,877. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,714
Previous 2,887 5.99%
Holding current value
$158,877
Previous $142 Million 8.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024

SELL
$47.94 - $59.23 $8,293 - $10,246
-173 Reduced 5.99%
2,714 $154 Million
Q2 2024

Jul 11, 2024

BUY
$45.75 - $51.19 $1,052 - $1,177
23 Added 0.8%
2,887 $142 Million
Q1 2024

Apr 26, 2024

BUY
$46.83 - $53.0 $5,619 - $6,360
120 Added 4.37%
2,864 $144 Million
Q4 2023

Jan 17, 2024

BUY
$38.57 - $53.82 $11,031 - $15,392
286 Added 11.64%
2,744 $144 Million
Q3 2023

Jan 05, 2024

BUY
$40.59 - $49.04 $99,770 - $120,540
2,458 New
2,458 $103 Million

Others Institutions Holding KRE

About SPDR S&P REGIONAL BANKING ETF


  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.