Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2018

Oct 23, 2018

SELL
N/A
-3,718 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
N/A
27 Added 0.73%
3,718 $330,000
Q1 2018

Apr 20, 2018

BUY
N/A
103 Added 2.87%
3,691 $308,000
Q4 2017

Jan 19, 2018

SELL
N/A
-118 Reduced 3.18%
3,588 $308,000
Q3 2017

Nov 22, 2017

BUY
N/A
2 Added 0.05%
3,706 $312,000
Q2 2017

Nov 22, 2017

SELL
N/A
-148 Reduced 3.84%
3,704 $309,000
Q1 2017

Nov 22, 2017

BUY
N/A
3,852
3,852 $317,000
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.