STEWARD PARTNERS INVESTMENT ADVISORY, LLC – Transaction History
STEWARD PARTNERS INVESTMENT ADVISORY, LLC portfolio value:
6.72M
portfolio value
STEWARD PARTNERS INVESTMENT ADVISORY, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.33% | -2.26K shares | -1.09M | 24.94K | |
| Q2 2022 | share | Increase | +29.55% | 6.20K shares | 1.11M | 27.21K | |
| Q1 2022 | share | Increase | +4.94% | 988 shares | -227K | 21.00K | |
| Q4 2021 | share | Increase | +4.35% | 834 shares | 1.24M | 20.01K | |
| Q3 2021 | share | Increase | +3.98% | 735 shares | 366K | 19.18K | |
| Q2 2021 | share | Increase | +1.71% | 310 shares | 241.45K | 18.44K | |
| Q1 2021 | share | Increase | +48.16% | 5.89K shares | 1.87M | 18.13K | |
| Q4 2020 | share | Decrease | -2.45% | -308 shares | 237K | 12.24K | |
| Q3 2020 | share | Increase | +3.42% | 415 shares | 405K | 12.55K | |
| Q2 2020 | share | Increase | +13.32% | 1.42K shares | 669K | 12.13K | |
| Q1 2020 | share | Decrease | -3.43% | -380 shares | -474K | 10.70K | |
| Q4 2019 | share | Decrease | -2.62% | -298 shares | 161K | 11.08K | |
| Q3 2019 | share | Decrease | -8.11% | -1.00K shares | -284K | 11.38K | |
| Q2 2019 | share | Increase | +1.00% | 123 shares | 344K | 12.39K | |
| Q1 2019 | share | Increase | +2.38% | 285 shares | 250K | 12.26K | |
| Q4 2018 | share | Increase | 0.00% | 11.98K shares | 1.89M | 11.98K |