Kestra Private Wealth Services’s Commault Systems CVLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$306K Sell
2025
Q2
$288K Buy
2025
Q1
Sell
2024
Q4
$307K Buy
2024
Q3
$303K Sell
2024
Q2
$240K Buy