Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
N/A
1,000 New
1,000 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-700 Reduced 53.85%
600 $0
Q1 2023

May 15, 2023

SELL
N/A
-1,300 Reduced 50.0%
1,300 $0
Q4 2022

Feb 15, 2023

SELL
N/A
-1,400 Reduced 35.0%
2,600 $0
Q3 2022

Nov 10, 2022

BUY
N/A
100 Added 2.56%
4,000 $9,000
Q1 2022

May 02, 2022

BUY
N/A
500 Added 14.71%
3,900 $15,000
Q4 2021

Feb 08, 2022

BUY
N/A
3,400 New
3,400 $12,000
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.