Steward Partners Investment Advisory, LLC First Tr Exche Trd Fd Vi Dorse Transaction History

Steward Partners Investment Advisory, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$32.08 - $33.61 $68,490 - $71,757	-2,135 Reduced 16.74%	10,620 $356,000
Q1 2023 May 15, 2023	BUY	$31.56 - $36.06 $55,230 - $63,105	1,750 Added 15.9%	12,755 $420,000
Q4 2022 Feb 15, 2023	BUY	$34.28 - $35.8 $377,251 - $393,978	11,005 New	11,005 $385,000
Q4 2020 Feb 11, 2021	SELL	$25.91 - $31.33 $19,432 - $23,497	-750 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$24.7 - $28.41 $14,820 - $17,046	600 Added 400.0%	750 $20,000
Q2 2020 Aug 06, 2020	BUY	$22.13 - $25.05 $3,319 - $3,757	150 New	150 $4,000

2.67M

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

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