Kestra Private Wealth Services’s Gartner IT Stock Holding History

Kestra Private Wealth Services’s Portfolio IT Stock Details IT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$576K	Sell
2025 Q1	$872K	Sell
2024 Q4	$1.31M	Buy
2024 Q3	$1.13M	Buy
2024 Q2	$898K	Buy
2024 Q1	$672K	Buy
2022 Q4	–	Sell
2022 Q3	$228K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Buy