Steward Partners Investment Advisory, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Steward Partners Investment Advisory, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$19.09 - $22.23 $1,909 - $2,223	-100 Reduced 40.0%	150 $3,000
Q1 2023 May 15, 2023	SELL	$20.22 - $29.5 $36,294 - $52,952	-1,795 Reduced 87.78%	250 $5,000
Q4 2022 Feb 15, 2023	BUY	$25.59 - $29.26 $45,934 - $52,521	1,795 Added 718.0%	2,045 $53,000
Q3 2022 Nov 10, 2022	SELL	$25.42 - $30.45 $2,338 - $2,801	-92 Reduced 26.9%	250 $6,000
Q2 2022 Aug 04, 2022	SELL	$25.81 - $31.41 $7,071 - $8,606	-274 Reduced 44.48%	342 $9,000
Q1 2022 May 02, 2022	BUY	$30.92 - $37.0 $7,575 - $9,065	245 Added 66.04%	616 $20,000
Q4 2021 Feb 08, 2022	BUY	$31.33 - $35.32 $3,790 - $4,273	121 Added 48.4%	371 $12,000
Q3 2021 Nov 12, 2021	SELL	$28.6 - $33.29 $35,750 - $41,612	-1,250 Reduced 83.33%	250 $8,000
Q2 2021 Aug 13, 2021	BUY	$29.65 - $33.49 $44,475 - $50,235	1,500 New	1,500 $47,000
Q1 2020 Apr 29, 2020	SELL	$13.58 - $28.33 $13,580 - $28,330	-1,000 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$23.14 - $26.59 $23,140 - $26,590	1,000 New	1,000 $25,000
Q4 2018 Jan 15, 2019	SELL	$21.01 - $28.52 $13,131 - $17,825	-625 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$27.89 - $30.24 $17,431 - $18,900	625 New	625 $17,000

1.62M

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