Steward Partners Investment Advisory, LLC ISHARES GOLD TR Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	N/A	-444,544 Closed	0 $0
Q1 2021 May 14, 2021	SELL	N/A	-400,792 Reduced 47.41%	444,544 $0
Q4 2020 Feb 11, 2021	SELL	N/A	-174,828 Reduced 17.14%	845,336 $15.3 Million
Q3 2020 Oct 30, 2020	BUY	N/A	172,953 Added 20.41%	1,020,164 $18.4 Million
Q2 2020 Aug 06, 2020	BUY	N/A	486,850 Added 135.1%	847,211 $14.4 Million
Q1 2020 Apr 29, 2020	BUY	N/A	170,433 Added 89.74%	360,361 $5.43 Million
Q4 2019 Jan 17, 2020	SELL	N/A	-199,081 Reduced 51.18%	189,928 $2.75 Million
Q3 2019 Oct 30, 2019	BUY	N/A	218,031 Added 127.52%	389,009 $5.49 Million
Q2 2019 Jul 25, 2019	BUY	N/A	12,934 Added 8.18%	170,978 $2.31 Million
Q1 2019 Apr 30, 2019	BUY	N/A	60,607 Added 62.2%	158,044 $1.96 Million
Q4 2018 Jan 15, 2019	BUY	N/A	11,466 Added 13.34%	97,437 $1.2 Million
Q3 2018 Oct 23, 2018	BUY	N/A	500 Added 0.58%	85,971 $983,000
Q2 2018 Jul 20, 2018	BUY	N/A	84,840 Added 13445.32%	85,471 $1.03 Million
Q1 2018 Apr 20, 2018	BUY	N/A	425 Added 206.31%	631 $8,000
Q4 2017 Jan 19, 2018	SELL	N/A	-1,711 Reduced 89.25%	206 $2,000
Q2 2017 Nov 22, 2017	BUY	N/A	1,770 Added 1204.08%	1,917 $22,000
Q1 2017 Nov 22, 2017	BUY	N/A	147	147 $1,000

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.