Kestra Private Wealth Services, LLC Schwab Strategic Tr Us Emergin Transaction History

Kestra Private Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$23.47 - $25.45 $17,226 - $18,680	-734 Reduced 5.68%	12,183 $307,000
Q4 2023 Feb 05, 2024	BUY	$23.04 - $24.89 $34,583 - $37,359	1,501 Added 13.15%	12,917 $320,000
Q3 2023 Nov 07, 2023	BUY	$23.83 - $26.11 $45,134 - $49,452	1,894 Added 19.89%	11,416 $273,000
Q2 2023 Aug 08, 2023	BUY	$23.66 - $25.54 $30,261 - $32,665	1,279 Added 15.52%	9,522 $234,000
Q1 2023 May 12, 2023	BUY	$23.32 - $26.39 $192,226 - $217,532	8,243 New	8,243 $202,000

770

236M

13.7K

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