Kestra Private Wealth Services, LLC Spdr Series Tr Spdr S&P Retail Transaction History

Kestra Private Wealth Services, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$59.94 - $74.47 $160,998 - $200,026	-2,686 Reduced 41.59%	3,773 $239,000
Q4 2022 Jan 31, 2023	SELL	$57.33 - $67.28 $207,993 - $244,091	-3,628 Reduced 35.97%	6,459 $390,000
Q3 2022 Nov 14, 2022	SELL	$56.44 - $74.35 $142,059 - $187,138	-2,517 Reduced 19.97%	10,087 $569,000
Q2 2022 Aug 12, 2022	SELL	$58.16 - $78.66 $170,757 - $230,945	-2,936 Reduced 18.89%	12,604 $733,000
Q1 2022 May 26, 2022	SELL	$72.15 - $91.58 $200,071 - $253,951	-2,773 Reduced 15.14%	15,540 $0
Q4 2021 Jan 21, 2022	BUY	$85.15 - $104.16 $250,170 - $306,022	2,938 Added 19.11%	18,313 $0
Q3 2021 Oct 21, 2021	BUY	$90.32 - $98.18 $176,936 - $192,334	1,959 Added 14.6%	15,375 $0
Q2 2021 Jul 30, 2021	BUY	$88.15 - $97.54 $723,094 - $800,120	8,203 Added 157.36%	13,416 $0
Q1 2021 May 11, 2021	SELL	$63.54 - $94.39 $28,720 - $42,664	-452 Reduced 7.98%	5,213 $0
Q4 2020 Jan 21, 2021	BUY	$49.84 - $65.09 $282,343 - $368,734	5,665 New	5,665 $368 Million

167

24.1M

6.11M

15.4M

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