Steward Partners Investment Advisory, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Steward Partners Investment Advisory, LLC

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$25.35 - $28.49 $108,498 - $121,937	4,280 Added 33.4%	17,096 $487,000
Q4 2023 Feb 12, 2024	BUY	$23.75 - $25.99 $18,905 - $20,688	796 Added 6.62%	12,816 $325,000
Q3 2023 Nov 13, 2023	BUY	$22.87 - $24.87 $36,546 - $39,742	1,598 Added 15.33%	12,020 $296,000
Q2 2023 Aug 14, 2023	BUY	$21.7 - $23.09 $30,380 - $32,326	1,400 Added 15.52%	10,422 $238,000
Q1 2023 May 15, 2023	BUY	$20.96 - $23.77 $31,440 - $35,655	1,500 Added 19.94%	9,022 $200,000
Q3 2022 Nov 10, 2022	SELL	N/A	-47 Reduced 0.62%	7,522 $151,000
Q2 2022 Aug 04, 2022	BUY	N/A	320 Added 4.41%	7,569 $144,000
Q1 2022 May 02, 2022	BUY	N/A	1,864 Added 34.61%	7,249 $152,000
Q4 2021 Feb 08, 2022	BUY	N/A	1,081 Added 25.12%	5,385 $96,000
Q3 2021 Nov 12, 2021	BUY	N/A	9 Added 0.21%	4,304 $78,000
Q2 2021 Aug 13, 2021	SELL	N/A	-1,738 Reduced 28.81%	4,295 $84,000
Q1 2021 May 14, 2021	BUY	N/A	2,772 Added 85.0%	6,033 $0
Q2 2020 Aug 06, 2020	BUY	N/A	2,125 Added 187.06%	3,261 $43,000
Q1 2020 Apr 29, 2020	SELL	N/A	-1,617 Reduced 58.74%	1,136 $10,000
Q4 2019 Jan 17, 2020	SELL	N/A	-115 Reduced 4.01%	2,753 $60,000
Q3 2019 Oct 30, 2019	BUY	N/A	2,091 Added 269.11%	2,868 $66,000
Q2 2019 Jul 25, 2019	BUY	N/A	777 New	777 $19,000
Q4 2018 Jan 15, 2019	SELL	N/A	-91 Closed	0 $0
Q1 2017 Nov 22, 2017	BUY	N/A	91	91 $2,000

676K

200

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