Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 29, 2020

SELL
N/A
-26,449 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
N/A
2,264 Added 9.36%
26,449 $3.52 Million
Q3 2019

Oct 30, 2019

BUY
N/A
811 Added 3.47%
24,185 $2.98 Million
Q2 2019

Jul 25, 2019

BUY
N/A
2,231 Added 10.55%
23,374 $2.96 Million
Q1 2019

Apr 30, 2019

BUY
N/A
3,150 Added 17.51%
21,143 $2.28 Million
Q4 2018

Jan 15, 2019

BUY
N/A
2,279 Added 14.5%
17,993 $1.64 Million
Q3 2018

Oct 23, 2018

BUY
N/A
8,032 Added 104.56%
15,714 $1.61 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-710 Reduced 8.46%
7,682 $689,000
Q1 2018

Apr 20, 2018

BUY
N/A
8,392 New
8,392 $717,000
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.