Kestra Private Wealth Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $703K | Buy |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $217K | Buy |
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