Steward Partners Investment Advisory, LLC Ishares Trust Aaa A Rated Corp Transaction History

Steward Partners Investment Advisory, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$55.4 - $56.85 $72,020 - $73,905	-1,300 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$54.88 - $58.31 $203,056 - $215,747	-3,700 Reduced 74.0%	1,300 $0
Q4 2020 Feb 11, 2021	SELL	$57.33 - $58.77 $11,466 - $11,754	-200 Reduced 3.85%	5,000 $293,000
Q3 2020 Oct 30, 2020	BUY	$57.71 - $59.45 $11,542 - $11,890	200 Added 4.0%	5,200 $301,000
Q2 2020 Aug 06, 2020	BUY	$54.07 - $57.84 $270,350 - $289,200	5,000 New	5,000 $289,000

155

16.5M

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