Steward Partners Investment Advisory, LLC Goldman Sachs ETF Tr Access Ul Transaction History

Steward Partners Investment Advisory, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$50.01 - $50.35 $10,002 - $10,070	-200 Reduced 39.84%	302 $15,000
Q4 2023 Feb 12, 2024	BUY	$49.71 - $50.2 $24,954 - $25,200	502 New	502 $25,000
Q2 2023 Aug 14, 2023	BUY	$49.73 - $49.95 $5,072 - $5,094	102 Added 41.8%	346 $17,000
Q1 2023 May 15, 2023	BUY	$49.55 - $49.94 $12,090 - $12,185	244 New	244 $12,000
Q1 2022 May 02, 2022	SELL	$50.12 - $50.49 $30,072 - $30,294	-600 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$50.47 - $50.68 $30,282 - $30,408	600 New	600 $30,000

10.8M

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.