Steward Partners Investment Advisory, LLC INVESCO DYNAMIC CR OPPORTUNI Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	N/A	-27,650 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	772 Added 2.87%	27,650 $324,000
Q2 2021 Aug 13, 2021	SELL	N/A	-4,830 Reduced 15.23%	26,878 $319,000
Q1 2021 May 14, 2021	BUY	N/A	9,610 Added 43.49%	31,708 $0
Q4 2020 Feb 11, 2021	SELL	N/A	-1,903 Reduced 7.93%	22,098 $237,000
Q3 2020 Oct 30, 2020	SELL	N/A	-14,516 Reduced 37.69%	24,001 $221,000
Q2 2020 Aug 06, 2020	SELL	N/A	-5,747 Reduced 12.98%	38,517 $343,000
Q1 2020 Apr 29, 2020	BUY	N/A	3,909 Added 9.69%	44,264 $353,000
Q4 2019 Jan 17, 2020	SELL	N/A	-1,233 Reduced 2.96%	40,355 $458,000
Q3 2019 Oct 30, 2019	BUY	N/A	9,250 Added 28.6%	41,588 $457,000
Q1 2019 Apr 30, 2019	BUY	N/A	18,738 Added 137.78%	32,338 $350,000
Q4 2018 Jan 15, 2019	SELL	N/A	-2,496 Reduced 15.51%	13,600 $139,000
Q3 2018 Oct 23, 2018	BUY	N/A	3,409 Added 26.87%	16,096 $185,000
Q2 2018 Jul 20, 2018	BUY	N/A	450 Added 3.68%	12,687 $147,000
Q1 2018 Apr 20, 2018	BUY	N/A	1,000 Added 8.9%	12,237 $143,000
Q4 2017 Jan 19, 2018	SELL	N/A	-2,653 Reduced 19.1%	11,237 $131,000
Q1 2017 Nov 22, 2017	BUY	N/A	13,890	13,890 $169,000

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