KPWS
ALEX

Kestra Private Wealth Services’s Alexander & Baldwin ALEX Stock Holding History

Kestra Private Wealth Services’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33,741
Closed -$581K – 1611
2025
Q1 		$581K Buy
33,741
+134
+0.4% +$2.31K 0.01% 887
2024
Q4 		$596K Buy
33,607
+648
+2% +$11.5K 0.01% 854
2024
Q3 		$640K Buy
+32,959
New +$640K 0.01% 776