Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 12, 2021

SELL
N/A
-5,034 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
N/A
5,034 New
5,034 $59,000
Q4 2020

Feb 11, 2021

SELL
N/A
-4,015 Closed
0 $0
Q3 2020

Oct 30, 2020

SELL
N/A
-1,058 Reduced 20.86%
4,015 $32,000
Q2 2019

Jul 25, 2019

BUY
N/A
5,073 New
5,073 $58,000
Q4 2018

Jan 15, 2019

SELL
N/A
-5,073 Closed
0 $0
Q4 2017

Jan 19, 2018

SELL
N/A
-2,957 Reduced 36.82%
5,073 $70,000
Q2 2017

Nov 22, 2017

BUY
N/A
8,030
8,030 $103,000
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.