Kestra Private Wealth Services, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Kestra Private Wealth Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$26.56 - $28.74 $13,678 - $14,801	-515 Reduced 6.31%	7,646 $207,000
Q4 2024 Jan 28, 2025	SELL	$27.35 - $29.08 $26,365 - $28,033	-964 Reduced 10.56%	8,161 $223,000
Q3 2024 Nov 13, 2024	SELL	$25.61 - $28.13 $4,174 - $4,585	-163 Reduced 1.75%	9,125 $256,000
Q2 2024 Aug 12, 2024	SELL	$24.89 - $26.3 $87,164 - $92,102	-3,502 Reduced 27.38%	9,288 $241,000
Q1 2024 May 02, 2024	BUY	$24.33 - $26.44 $37,906 - $41,193	1,558 Added 13.87%	12,790 $338,000
Q4 2023 Feb 05, 2024	BUY	$22.25 - $24.92 $249,912 - $279,901	11,232 New	11,232 $278,000

9.28M

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