Number of Shares
2,300
Previous 2,300 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

SELL
N/A
-2,500 Reduced 52.08%
2,300 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-1,000 Reduced 17.24%
4,800 $0
Q4 2022

Feb 15, 2023

SELL
N/A
-4,800 Reduced 45.28%
5,800 $0
Q3 2022

Nov 10, 2022

SELL
N/A
-1,000 Reduced 8.62%
10,600 $51,000
Q4 2020

Feb 11, 2021

SELL
N/A
-6,000 Reduced 34.09%
11,600 $80,000
Q3 2020

Oct 30, 2020

BUY
N/A
2,000 Added 12.82%
17,600 $134,000
Q1 2020

Apr 29, 2020

BUY
N/A
12,600 Added 420.0%
15,600 $86,000
Q2 2019

Jul 25, 2019

BUY
N/A
3,000 New
3,000 $15,000
Q4 2018

Jan 15, 2019

SELL
N/A
-67 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
N/A
67 New
67 $1,000
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

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.