Kestra Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Kestra Advisory Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$46.13 - $48.23 $44,792 - $46,831	-971 Reduced 18.23%	4,354 $202 Million
Q2 2022 Aug 12, 2022	SELL	$46.81 - $48.49 $114,824 - $118,945	-2,453 Reduced 31.54%	5,325 $253,000
Q1 2022 Apr 26, 2022	SELL	$48.35 - $50.5 $154,623 - $161,499	-3,198 Reduced 29.14%	7,778 $0
Q4 2021 Jan 20, 2022	SELL	$50.42 - $51.09 $22,033 - $22,326	-437 Reduced 3.83%	10,976 $0
Q3 2021 Oct 19, 2021	SELL	$51.05 - $51.3 $62,434 - $62,739	-1,223 Reduced 9.68%	11,413 $0
Q2 2021 Jul 28, 2021	BUY	$50.92 - $51.3 $420,853 - $423,994	8,265 Added 189.09%	12,636 $0
Q1 2021 May 10, 2021	BUY	$50.81 - $51.4 $222,090 - $224,669	4,371 New	4,371 $0

111

3.51M

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