Kestra Private Wealth Services, LLC First Tr Nasdaq Clean Edge Gre Transaction History

Kestra Private Wealth Services, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$32.98 - $43.25 $530,978 - $696,325	-16,100 Reduced 51.28%	15,296 $645,000
Q3 2023 Nov 07, 2023	SELL	$42.25 - $56.34 $180,238 - $240,346	-4,266 Reduced 11.96%	31,396 $1.34 Million
Q2 2023 Aug 08, 2023	BUY	$43.56 - $52.25 $14,853 - $17,817	341 Added 0.97%	35,662 $1.82 Million
Q1 2023 May 12, 2023	BUY	$45.55 - $58.44 $534,665 - $685,968	11,738 Added 49.77%	35,321 $1.84 Million
Q4 2022 Jan 31, 2023	BUY	$45.71 - $60.75 $424,783 - $564,549	9,293 Added 65.03%	23,583 $1.11 Million
Q3 2022 Nov 14, 2022	SELL	$51.58 - $68.45 $50,084 - $66,464	-971 Reduced 6.36%	14,290 $814,000
Q2 2022 Aug 12, 2022	SELL	$46.08 - $67.28 $88,381 - $129,043	-1,918 Reduced 11.16%	15,261 $797,000
Q1 2022 May 26, 2022	SELL	$51.8 - $70.08 $178,192 - $241,075	-3,440 Reduced 16.68%	17,179 $0
Q4 2021 Jan 21, 2022	BUY	$60.81 - $81.69 $769,611 - $1.03 Million	12,656 Added 158.94%	20,619 $0
Q3 2021 Oct 21, 2021	BUY	$61.72 - $68.76 $70,731 - $78,798	1,146 Added 16.81%	7,963 $0
Q2 2021 Jul 30, 2021	BUY	$54.47 - $70.0 $80,452 - $103,390	1,477 Added 27.66%	6,817 $0
Q1 2021 May 11, 2021	BUY	$62.05 - $88.17 $331,347 - $470,827	5,340 New	5,340 $0

172

4.86M

300

3.1K

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.