Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 14, 2021

SELL
N/A
-497 Closed
0 $0
Q4 2020

Feb 11, 2021

SELL
N/A
-46 Reduced 8.47%
497 $7,000
Q3 2020

Oct 30, 2020

BUY
N/A
9 Added 1.69%
543 $5,000
Q2 2020

Aug 06, 2020

SELL
N/A
-225 Reduced 29.64%
534 $7,000
Q3 2019

Oct 30, 2019

SELL
N/A
-79 Reduced 9.43%
759 $16,000
Q2 2019

Jul 25, 2019

BUY
N/A
838 New
838 $18,000
Q4 2018

Jan 15, 2019

SELL
N/A
-462 Closed
0 $0
Q3 2018

Oct 23, 2018

SELL
N/A
-421 Reduced 47.68%
462 $20,000
Q2 2018

Jul 20, 2018

SELL
N/A
-550 Reduced 38.38%
883 $38,000
Q1 2018

Apr 20, 2018

SELL
N/A
-72 Reduced 4.78%
1,433 $52,000
Q4 2017

Jan 19, 2018

SELL
N/A
-885 Reduced 37.03%
1,505 $54,000
Q3 2017

Nov 22, 2017

SELL
N/A
-1,433 Reduced 37.48%
2,390 $85,000
Q2 2017

Nov 22, 2017

SELL
N/A
-172 Reduced 4.31%
3,823 $125,000
Q1 2017

Nov 22, 2017

BUY
N/A
3,995
3,995 $160,000
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.