Steward Partners Investment Advisory, LLC Wisdomtree Tr Managed Futures Transaction History

Steward Partners Investment Advisory, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$34.48 - $35.56 $7,757 - $8,001	-225 Reduced 87.89%	31 $1,000
Q2 2023 Aug 14, 2023	BUY	$33.23 - $35.11 $7,476 - $7,899	225 Added 725.81%	256 $8,000
Q1 2023 May 15, 2023	SELL	$31.55 - $33.56 $12,620 - $13,424	-400 Reduced 92.81%	31 $1,000
Q4 2021 Feb 08, 2022	SELL	$34.62 - $41.53 $6,058 - $7,267	-175 Reduced 28.88%	431 $15,000
Q2 2021 Aug 13, 2021	SELL	$38.87 - $41.71 $272 - $291	-7 Reduced 1.14%	606 $25,000
Q1 2021 May 14, 2021	BUY	$37.11 - $40.16 $1,150 - $1,244	31 Added 5.33%	613 $0
Q4 2020 Feb 11, 2021	SELL	$34.75 - $37.09 $12,892 - $13,760	-371 Reduced 38.93%	582 $22,000
Q3 2020 Oct 30, 2020	SELL	$34.68 - $35.74 $11,825 - $12,187	-341 Reduced 26.35%	953 $33,000
Q4 2019 Jan 17, 2020	SELL	$37.0 - $38.29 $84,841 - $87,798	-2,293 Reduced 63.93%	1,294 $48,000
Q3 2019 Oct 30, 2019	SELL	$38.01 - $38.89 $162,150 - $165,904	-4,266 Reduced 54.32%	3,587 $136,000
Q2 2019 Jul 25, 2019	SELL	N/A	-29,934 Reduced 79.22%	7,853 $296,000
Q1 2019 Apr 30, 2019	SELL	N/A	-22,072 Reduced 36.87%	37,787 $1.47 Million
Q4 2018 Jan 15, 2019	BUY	N/A	59,859 New	59,859 $2.32 Million
Q3 2017 Nov 22, 2017	SELL	N/A	-71 Closed	0 $0
Q1 2017 Nov 22, 2017	BUY	N/A	71	71 $2,000

4.93M

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