Kestra Private Wealth Services, LLC Schwab Intermediate Term Us Tr Transaction History

Kestra Private Wealth Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$47.85 - $49.0 $150,679 - $154,301	-3,149 Reduced 38.77%	4,973 $242,000
Q1 2024 May 02, 2024	BUY	$48.64 - $49.88 $12,208 - $12,519	251 Added 3.19%	8,122 $398,000
Q4 2023 Feb 05, 2024	BUY	$47.09 - $49.87 $119,844 - $126,919	2,545 Added 47.78%	7,871 $391,000
Q3 2023 Nov 07, 2023	BUY	$47.78 - $49.59 $254,476 - $264,116	5,326 New	5,326 $255,000

402

188M

1.2K

16.7K

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