Steward Partners Investment Advisory, LLC Invesco S&P Smallcap Energy Et Transaction History

Steward Partners Investment Advisory, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$7.93 - $10.58 $118,950 - $158,700	-15,000 Reduced 98.78%	185 $2,000
Q2 2022 Aug 04, 2022	SELL	$8.58 - $12.44 $21,450 - $31,100	-2,500 Reduced 14.14%	15,185 $132,000
Q1 2022 May 02, 2022	SELL	$7.25 - $10.29 $387,614 - $550,144	-53,464 Reduced 75.14%	17,685 $177,000
Q4 2021 Feb 08, 2022	SELL	$6.67 - $8.64 $136,261 - $176,506	-20,429 Reduced 22.31%	71,149 $497,000
Q3 2021 Nov 12, 2021	BUY	$5.7 - $8.24 $8,327 - $12,038	1,461 Added 1.62%	91,578 $698,000
Q2 2021 Aug 13, 2021	BUY	$5.74 - $8.34 $59,093 - $85,860	10,295 Added 12.9%	90,117 $724,000
Q1 2021 May 14, 2021	BUY	$4.48 - $7.47 $357,602 - $596,270	79,822 New	79,822 $503,000
Q4 2018 Jan 15, 2019	SELL	$8.14 - $16.56 $18,730 - $38,104	-2,301 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$15.37 - $17.77 $35,366 - $40,888	2,301 New	2,301 $37,000

78.1K

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