Kestra Private Wealth Services, LLC Global X Fds Global X Lithium Transaction History

Kestra Private Wealth Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$39.45 - $50.29 $8,166 - $10,410	207 Added 4.76%	4,552 $206,000
Q4 2023 Feb 05, 2024	SELL	$45.87 - $54.17 $16,146 - $19,067	-352 Reduced 7.49%	4,345 $221,000
Q3 2023 Nov 07, 2023	BUY	$53.74 - $68.84 $26,601 - $34,075	495 Added 11.78%	4,697 $259,000
Q2 2023 Aug 08, 2023	BUY	$58.13 - $66.31 $244,262 - $278,634	4,202 New	4,202 $273,000
Q2 2022 Aug 12, 2022	SELL	$61.71 - $80.05 $53,625 - $69,563	-869 Reduced 22.5%	2,993 $217,000
Q1 2022 May 26, 2022	BUY	$66.06 - $85.93 $8,191 - $10,655	124 Added 3.32%	3,862 $0
Q4 2021 Jan 21, 2022	BUY	$78.69 - $96.31 $294,143 - $360,006	3,738 New	3,738 $0

326

5.91M

490K

868K

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