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

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 325 shares of PSCF stock, worth $18,092. This represents 0.0% of its overall portfolio holdings.

Number of Shares
325
Previous 325 -0.0%
Holding current value
$18,092
Previous $15,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 12, 2024
BUY
$38.48 - $50.04 $10,582 - $13,761
275 Added 550.0%
325 $15,000
Q2 2021

Aug 13, 2021
SELL
$55.9 - $61.09 $5,590 - $6,109
-100 Reduced 66.67%
50 $3,000
Q1 2021

May 14, 2021
SELL
$48.09 - $60.61 $1,202 - $1,515
-25 Reduced 14.29%
150 $8,000
Q3 2020

Oct 30, 2020
BUY
$35.61 - $42.07 $3,204 - $3,786
90 Added 105.88%
175 $7,000
Q2 2020

Aug 06, 2020
SELL
$31.57 - $45.05 $2,399 - $3,423
-76 Reduced 47.2%
85 $3,000
Q1 2020

Apr 29, 2020
SELL
$30.32 - $57.06 $49,785 - $93,692
-1,642 Reduced 91.07%
161 $5,000
Q4 2019

Jan 17, 2020
BUY
$52.69 - $57.94 $41,256 - $45,367
783 Added 76.76%
1,803 $101,000
Q3 2019

Oct 30, 2019
SELL
$51.48 - $55.3 $16,473 - $17,696
-320 Reduced 23.88%
1,020 $55,000
Q2 2019

Jul 25, 2019
BUY
$52.09 - $55.84 $69,800 - $74,825
1,340 New
1,340 $72,000
Q4 2018

Jan 15, 2019
SELL
$46.25 - $56.75 $115,625 - $141,875
-2,500 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$56.78 - $60.46 $141,950 - $151,150
2,500 New
2,500 $143,000

Others Institutions Holding PSCF

# of Institutions
25
Shares Held
125K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP FINANCIAL

PSCF Quotes by TradingView
  • Ticker PSCF
  • Sector ETFs
  • Industry ETFs
More about PSCF
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