Kestra Investment Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41K Buy
12
+6
+100% +$2.71K ﹤0.01% 788
2025
Q1
$2.73K Buy
+6
New +$2.73K ﹤0.01% 740