Kestra Private Wealth Services, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Kestra Private Wealth Services, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$24.42 - $25.87 $2,222 - $2,354	-91 Reduced 1.03%	8,706 $222,000
Q3 2023 Nov 07, 2023	BUY	$24.77 - $25.83 $217,901 - $227,226	8,797 New	8,797 $218,000
Q3 2022 Nov 14, 2022	SELL	$25.36 - $28.61 $675,463 - $762,027	-26,635 Reduced 73.16%	9,773 $248,000
Q2 2022 Aug 12, 2022	BUY	$27.4 - $29.93 $47,977 - $52,407	1,751 Added 5.05%	36,408 $1 Million
Q1 2022 May 26, 2022	SELL	$29.85 - $31.38 $13,551 - $14,246	-454 Reduced 1.29%	34,657 $0
Q4 2021 Jan 21, 2022	BUY	$31.08 - $31.92 $44,506 - $45,709	1,432 Added 4.25%	35,111 $0
Q3 2021 Oct 21, 2021	SELL	$30.98 - $31.82 $23,173 - $23,801	-748 Reduced 2.17%	33,679 $0
Q2 2021 Jul 30, 2021	SELL	$30.43 - $31.14 $7,120 - $7,286	-234 Reduced 0.68%	34,427 $0
Q1 2021 May 11, 2021	SELL	$30.22 - $31.24 $1.68 Million - $1.74 Million	-55,598 Reduced 61.6%	34,661 $0
Q4 2020 Jan 21, 2021	SELL	$30.37 - $31.17 $179,790 - $184,526	-5,920 Reduced 6.16%	90,259 $2.8 Billion
Q3 2020 Nov 09, 2020	BUY	$30.15 - $31.13 $2.9 Million - $2.99 Million	96,179 New	96,179 $0

231

21.6M

25.8K

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