MERITAGE PORTFOLIO MANAGEMENT's ownership history for KBWR

MERITAGE PORTFOLIO MANAGEMENT currently holds 6.6K shares with a market value of $402.9K. It started holding KBWR on 2024-09-30. At its peak, it held 10.2K shares on 2025-06-30. Its highest holding value was $608.1K on 2024-12-31. At its lowest, it held 6.6K shares on 2025-09-30, with a value of $513 on 2024-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 3.1K. In the recent year, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 2.4K.