Kestra Private Wealth Services, LLC Ishares 0 5 Year Investment Gr Transaction History

Kestra Private Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$48.08 - $48.64 $221,552 - $224,133	-4,608 Reduced 9.85%	42,181 $2.03 Million
Q1 2023 May 12, 2023	BUY	$47.6 - $48.55 $428,780 - $437,338	9,008 Added 23.84%	46,789 $2.27 Million
Q4 2022 Jan 31, 2023	BUY	$46.96 - $48.14 $1.77 Million - $1.82 Million	37,781 New	37,781 $1.81 Million
Q1 2022 May 26, 2022	SELL	$49.19 - $51.02 $259,526 - $269,181	-5,276 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$50.99 - $51.69 $269,023 - $272,716	5,276 New	5,276 $269,000

243

25.2M

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