Steward Partners Investment Advisory, LLC Global X Fds Global X Superdiv Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$8.08 - $23.31 $8,080 - $23,310	1,000 Added 28.22%	4,544 $34,000
Q4 2021 Feb 08, 2022	SELL	$11.94 - $13.51 $4,776 - $5,404	-400 Reduced 10.14%	3,544 $43,000
Q2 2021 Aug 13, 2021	SELL	$13.8 - $14.72 $25,612 - $27,320	-1,856 Reduced 32.0%	3,944 $56,000
Q1 2021 May 14, 2021	SELL	$12.86 - $14.08 $11,741 - $12,855	-913 Reduced 13.6%	5,800 $80,000
Q4 2020 Feb 11, 2021	BUY	$10.61 - $13.11 $15,915 - $19,665	1,500 Added 28.77%	6,713 $86,000
Q2 2020 Aug 06, 2020	SELL	$8.43 - $12.46 $4,215 - $6,230	-500 Reduced 8.75%	5,213 $57,000
Q1 2020 Apr 29, 2020	SELL	$8.1 - $18.05 $48,186 - $107,379	-5,949 Reduced 51.01%	5,713 $53,000
Q4 2019 Jan 17, 2020	SELL	$16.38 - $17.83 $54,987 - $59,855	-3,357 Reduced 22.35%	11,662 $206,000
Q3 2019 Oct 30, 2019	BUY	$15.85 - $17.38 $42,097 - $46,161	2,656 Added 21.48%	15,019 $254,000
Q2 2019 Jul 25, 2019	SELL	$16.85 - $18.41 $73,398 - $80,193	-4,356 Reduced 26.05%	12,363 $212,000
Q1 2019 Apr 30, 2019	BUY	$17.28 - $19.22 $50,803 - $56,506	2,940 Added 21.34%	16,719 $304,000
Q4 2018 Jan 15, 2019	SELL	$16.68 - $20.27 $246,296 - $299,306	-14,766 Reduced 51.73%	13,779 $235,000
Q3 2018 Oct 23, 2018	BUY	$20.19 - $21.36 $406,162 - $429,699	20,117 Added 238.69%	28,545 $583,000
Q2 2018 Jul 20, 2018	BUY	$20.43 - $21.15 $3,983 - $4,124	195 Added 2.37%	8,428 $177,000
Q1 2018 Apr 20, 2018	BUY	$20.35 - $22.55 $50,569 - $56,036	2,485 Added 43.23%	8,233 $170,000
Q4 2017 Jan 19, 2018	BUY	$21.05 - $22.38 $47,130 - $50,108	2,239 Added 63.81%	5,748 $125,000
Q2 2017 Nov 22, 2017	BUY	N/A	2,684 Added 325.33%	3,509 $76,000
Q1 2017 Nov 22, 2017	BUY	N/A	325 Added 65.0%	825 $17,000
Q4 2016 Nov 22, 2017	BUY	N/A	500	500 $10,000

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Shares Held

40.3K

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