Kestra Private Wealth Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
7,108
-225
| -3% | -$20.1K | 0.01% | 926 |
|
|
2025
Q1 | $556K | Buy |
7,333
+2,673
| +57% | +$203K | 0.01% | 909 |
|
|
2024
Q4 | $360K | Sell |
4,660
-834
| -15% | -$64.5K | 0.01% | 1063 |
|
|
2024
Q3 | $401K | Sell |
5,494
-2,353
| -30% | -$172K | 0.01% | 968 |
|
|
2024
Q2 | $473K | Sell |
7,847
-9,134
| -54% | -$550K | 0.01% | 858 |
|
|
2024
Q1 | $1.07M | Buy |
16,981
+1,461
| +9% | +$92.2K | 0.02% | 535 |
|
|
2023
Q4 | $902K | Buy |
15,520
+5,981
| +63% | +$348K | 0.02% | 553 |
|
|
2023
Q3 | $464K | Buy |
9,539
+84
| +0.9% | +$4.08K | 0.01% | 693 |
|
|
2023
Q2 | $471K | Buy |
9,455
+2,557
| +37% | +$127K | 0.02% | 657 |
|
|
2023
Q1 | $377K | Buy |
6,898
+966
| +16% | +$52.8K | 0.02% | 690 |
|
|
2022
Q4 | $364K | Sell |
5,932
-929
| -14% | -$57K | 0.02% | 613 |
|
|
2022
Q3 | $389K | Buy |
6,861
+1,593
| +30% | +$90.3K | 0.02% | 570 |
|
|
2022
Q2 | $268K | Buy |
5,268
+1,620
| +44% | +$82.4K | 0.02% | 692 |
|
|
2022
Q1 | $217K | Buy |
+3,648
| New | +$217K | 0.01% | 863 |
|