Steward Partners Investment Advisory, LLC Invesco ETF Tr S&P 500 Equal W Transaction History

Steward Partners Investment Advisory, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$29.93 - $168.9 $98,050 - $553,316	-3,276 Reduced 99.6%	13 $0
Q2 2023 Aug 14, 2023	BUY	$0.0 - $176.69 $0 - $581,133	3,289 New	3,289 $550,000
Q4 2022 Feb 15, 2023	BUY	$164.06 - $177.2 $3,937 - $4,252	24 New	24 $4,000
Q3 2021 Nov 12, 2021	SELL	N/A	-163 Closed	0 $0
Q1 2021 May 14, 2021	BUY	N/A	163 New	163 $0
Q3 2020 Oct 30, 2020	SELL	N/A	-3 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	N/A	-3,075 Reduced 99.9%	3 $0
Q2 2019 Jul 25, 2019	BUY	N/A	1 Added 0.03%	3,078 $411,000
Q1 2019 Apr 30, 2019	SELL	N/A	-182 Reduced 5.58%	3,077 $403,000
Q4 2018 Jan 15, 2019	BUY	N/A	80 Added 2.52%	3,259 $379,000
Q3 2018 Oct 23, 2018	BUY	N/A	130 Added 4.26%	3,179 $408,000
Q2 2018 Jul 20, 2018	BUY	N/A	3,049 New	3,049 $381,000

125

5.81M

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