Kestra Private Wealth Services’s Great Elm Group GEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-21,430
Closed -$43.9K 1191
2023
Q2
$43.9K Buy
+21,430
New +$43.9K ﹤0.01% 1046