Steward Partners Investment Advisory, LLC Invesco Bulletshares 2025 Muni Transaction History

Steward Partners Investment Advisory, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$24.0 - $24.45 $42,432 - $43,227	-1,768 Reduced 9.95%	16,000 $384,000
Q2 2023 Aug 14, 2023	SELL	$24.16 - $24.64 $194,657 - $198,524	-8,057 Reduced 31.2%	17,768 $432,000
Q1 2023 May 15, 2023	SELL	$24.18 - $24.7 $678,901 - $693,501	-28,077 Reduced 52.09%	25,825 $633,000
Q4 2022 Feb 15, 2023	BUY	$23.73 - $24.49 $1.28 Million - $1.32 Million	53,902 New	53,902 $1.31 Million

123

6.79M

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