Steward Partners Investment Advisory’s Commerce.com Inc Series 1 CMRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$182	Hold	68	–	–	﹤0.01%	4318
2025 Q4	$280	Hold	68	–	–	﹤0.01%	4183
2025 Q3	$339	Hold	68	–	–	﹤0.01%	4152
2025 Q2	$340	Hold	68	–	–	﹤0.01%	3998
2025 Q1	$392	Hold	68	–	–	﹤0.01%	3878
2024 Q4	$416	Hold	68	–	–	﹤0.01%	3860
2024 Q3	$398	Hold	68	–	–	﹤0.01%	3623
2024 Q2	$548	Hold	68	–	–	﹤0.01%	3459
2024 Q1	$469	Hold	68	–	–	﹤0.01%	3433
2023 Q4	$662	Sell	68 -207	-75%	-$1.93K	﹤0.01%	3334
2023 Q3	$2.71K	Hold	275	–	–	﹤0.01%	3020
2023 Q2	$2.74K	Hold	275	–	–	﹤0.01%	2965
2023 Q1	$2.46K	Hold	275	–	–	﹤0.01%	2977
2022 Q4	$2.4K	Hold	275	–	–	﹤0.01%	2984
2022 Q3	$4K	Hold	275	–	–	﹤0.01%	2824
2022 Q2	$4K	Hold	275	–	–	﹤0.01%	2804
2022 Q1	$6K	Hold	275	–	–	﹤0.01%	2814
2021 Q4	$10K	Sell	275 -900	-77%	-$42.3K	﹤0.01%	2581
2021 Q3	$60K	Sell	1,175 -196	-14%	-$11.9K	﹤0.01%	1792
2021 Q2	$89K	Sell	1,371 -1,249	-48%	-$70.7K	﹤0.01%	2422
2021 Q1	$151K	Buy	2,620 +635	+32%	+$42.2K	﹤0.01%	1422
2020 Q4	$127K	Buy	1,985 +660	+50%	+$52.7K	﹤0.01%	1268
2020 Q3	$110K	Buy	+1,325	New	+$116K	﹤0.01%	1180