Kestra Private Wealth Services, LLC Ark Autonomous Technology & Ro Transaction History

Kestra Private Wealth Services, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$52.23 - $56.43 $9,349 - $10,100	-179 Reduced 4.48%	3,816 $208,000
Q4 2023 Feb 05, 2024	SELL	$46.59 - $58.84 $10,622 - $13,415	-228 Reduced 5.4%	3,995 $230,000
Q3 2023 Nov 07, 2023	BUY	$50.87 - $59.41 $9,970 - $11,644	196 Added 4.87%	4,223 $221,000
Q2 2023 Aug 08, 2023	SELL	$44.78 - $56.36 $5,910 - $7,439	-132 Reduced 3.17%	4,027 $226,000
Q1 2023 May 12, 2023	BUY	$40.49 - $51.82 $168,397 - $215,519	4,159 New	4,159 $209,000
Q3 2022 Nov 14, 2022	BUY	$45.07 - $60.54 $8,067 - $10,836	179 Added 2.79%	6,589 $297,000
Q2 2022 Aug 12, 2022	SELL	$48.54 - $70.34 $301,093 - $436,319	-6,203 Reduced 49.18%	6,410 $321,000
Q1 2022 May 26, 2022	BUY	$57.22 - $78.74 $3,890 - $5,354	68 Added 0.54%	12,613 $853,000
Q4 2021 Jan 21, 2022	BUY	$73.83 - $89.84 $59,211 - $72,051	802 Added 6.83%	12,545 $966,000
Q3 2021 Oct 21, 2021	BUY	$77.73 - $85.84 $571,315 - $630,924	7,350 Added 167.31%	11,743 $916,000
Q2 2021 Jul 30, 2021	BUY	$74.47 - $87.19 $10,053 - $11,770	135 Added 3.17%	4,393 $378,000
Q1 2021 May 11, 2021	BUY	$76.84 - $99.2 $327,184 - $422,393	4,258 New	4,258 $357,000

171

2.25M

33.3K

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.