Baltimore Washington Financial Advisors, Inc. Spdr S&P Insurance ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$35.92 - $42.45 $56,107 - $66,306	-1,562 Reduced 22.42%	5,404 $204,000
Q1 2022 May 13, 2022	BUY	$37.79 - $42.6 $37,941 - $42,770	1,004 Added 16.84%	6,966 $255,000
Q4 2021 Apr 08, 2022	BUY	$37.7 - $41.45 $148,236 - $162,981	3,932 Added 193.69%	5,962 $240,000
Q4 2021 Feb 14, 2022	SELL	$37.7 - $41.45 $173,269 - $190,504	-4,596 Reduced 69.36%	2,030 $240,000
Q3 2021 Oct 20, 2021	SELL	$36.77 - $39.84 $73 - $79	-2 Reduced 0.03%	6,626 $250,000
Q2 2021 Aug 12, 2021	SELL	$37.12 - $40.33 $12,546 - $13,631	-338 Reduced 4.85%	6,628 $255,000
Q1 2021 May 06, 2021	SELL	$32.2 - $37.72 $4,314 - $5,054	-134 Reduced 1.89%	6,966 $255,000
Q4 2020 Feb 01, 2021	SELL	$28.14 - $34.05 $9,089 - $10,998	-323 Reduced 4.35%	7,100 $238,000
Q3 2020 Nov 03, 2020	SELL	$26.11 - $30.23 $59,661 - $69,075	-2,285 Reduced 23.54%	7,423 $208,000
Q2 2020 Aug 10, 2020	SELL	$23.09 - $31.12 $3,994 - $5,383	-173 Reduced 1.75%	9,708 $265,000
Q1 2020 Apr 28, 2020	SELL	$20.74 - $37.52 $5,205 - $9,417	-251 Reduced 2.48%	9,881 $246,000
Q4 2019 Feb 04, 2020	BUY	$33.61 - $36.11 $21,375 - $22,965	636 Added 6.7%	10,132 $358,000
Q3 2019 Oct 16, 2019	BUY	$34.6 - $35.33 $123,279 - $125,880	3,563 Added 60.05%	9,496 $334,000
Q2 2019 Jul 25, 2019	BUY	N/A	5,933 New	5,933 $202,000

Others Institutions Holding KIE

# of Institutions

165

Shares Held

12.7M

Call Options Held

99.4K

Put Options Held

567K

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