Kestra Private Wealth Services, LLC Invesco ETF Tr S&P 500 Equal W Transaction History

Kestra Private Wealth Services, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$0.0 - $31.85 $0 - $14,905	-468 Reduced 6.95%	6,268 $0
Q4 2023 Feb 05, 2024	SELL	$28.4 - $31.71 $5,396 - $6,024	-190 Reduced 2.74%	6,736 $211,000
Q3 2023 Nov 07, 2023	BUY	$29.93 - $168.9 $152,403 - $860,038	5,092 Added 277.64%	6,926 $208,000
Q2 2023 Aug 08, 2023	BUY	$0.0 - $176.69 $0 - $84,104	476 Added 35.05%	1,834 $307,000
Q1 2023 May 12, 2023	BUY	$162.99 - $173.85 $221,340 - $236,088	1,358 New	1,358 $231,000
Q1 2022 May 26, 2022	SELL	N/A	-2,158 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	N/A	-1,737 Reduced 44.6%	2,158 $0
Q3 2021 Oct 21, 2021	BUY	N/A	28 Added 0.72%	3,895 $0
Q2 2021 Jul 30, 2021	BUY	N/A	2,319 Added 149.81%	3,867 $0
Q1 2021 May 11, 2021	BUY	N/A	1,548 New	1,548 $0

129

6.05M

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