Jfs Wealth Advisors, LLC Spdr S&P Regional Banking ETF Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 239 shares of KRE stock, worth $16,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares

239

Previous 353 32.29%

Holding current value

$16,237

Previous $17,000 23.53%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$47.94 - $59.23 $5,465 - $6,752	-114 Reduced 32.29%	239 $13,000
Q2 2024 Jul 15, 2024	BUY	$45.75 - $51.19 $45 - $51	1 Added 0.28%	353 $17,000
Q1 2024 Apr 30, 2024	SELL	$46.83 - $53.0 $1,732 - $1,961	-37 Reduced 9.51%	352 $17,000
Q4 2023 Feb 07, 2024	SELL	$38.57 - $53.82 $14,888 - $20,774	-386 Reduced 49.81%	389 $20,000
Q3 2023 Nov 02, 2023	BUY	$40.59 - $49.04 $3,490 - $4,217	86 Added 12.48%	775 $32,000
Q4 2022 Feb 13, 2023	SELL	$56.83 - $65.49 $9,433 - $10,871	-166 Reduced 19.42%	689 $40,000
Q3 2021 Nov 09, 2021	BUY	$59.87 - $68.61 $41,250 - $47,272	689 Added 415.06%	855 $58,000
Q4 2019 Feb 03, 2020	BUY	$50.18 - $59.22 $8,329 - $9,830	166 New	166 $10,000
Q1 2019 Apr 23, 2019	SELL	N/A	-118 Closed	0 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-49 Reduced 29.34%	118 $6,000
Q2 2018 Jul 26, 2018	BUY	N/A	167 New	167 $10,000

Others Institutions Holding KRE

# of Institutions

592

Shares Held

71.3M

Call Options Held

39.4M

Put Options Held

82.6M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

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Jfs Wealth Advisors, LLC Spdr S&P Regional Banking ETF Transaction History