Steward Partners Investment Advisory’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,140
Closed -$54.5K 3625
2023
Q3
$54.5K Hold
2,140
﹤0.01% 1871
2023
Q2
$56K Hold
2,140
﹤0.01% 1830
2023
Q1
$56K Hold
2,140
﹤0.01% 1820
2022
Q4
$56.4K Buy
+2,140
New +$56.4K ﹤0.01% 1787