Steward Partners Investment Advisory, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Steward Partners Investment Advisory, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$68.8 - $80.61 $1.14 Million - $1.34 Million	16,621 Added 6417.37%	16,880 $1.18 Million
Q2 2023 Aug 14, 2023	SELL	$64.88 - $76.39 $7,785 - $9,166	-120 Reduced 31.66%	259 $19,000
Q1 2023 May 15, 2023	BUY	$62.16 - $76.87 $1,616 - $1,998	26 Added 7.37%	379 $26,000
Q4 2022 Feb 15, 2023	BUY	$56.24 - $68.46 $19,852 - $24,166	353 New	353 $22,000
Q2 2022 Aug 04, 2022	SELL	$57.15 - $77.33 $3,943 - $5,335	-69 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$68.15 - $80.89 $621,050 - $737,150	-9,113 Reduced 99.25%	69 $5,000
Q4 2021 Feb 08, 2022	BUY	$73.77 - $82.68 $8,483 - $9,508	115 Added 1.27%	9,182 $726,000
Q3 2021 Nov 12, 2021	SELL	$68.02 - $76.39 $398,461 - $447,492	-5,858 Reduced 39.25%	9,067 $663,000
Q2 2021 Aug 13, 2021	SELL	$68.88 - $78.51 $3.81 Million - $4.35 Million	-55,364 Reduced 78.77%	14,925 $1.13 Million
Q1 2021 May 14, 2021	BUY	$55.95 - $72.6 $3.93 Million - $5.1 Million	70,289 New	70,289 $0

131

4.23M

109K

99K

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