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Steward Partners Investment Advisory’s FVCBankcorp FVCB Stock Holding History

Steward Partners Investment Advisory’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,334
Closed -$68.3K – 3508
2023
Q3 		$68.3K Sell
5,334
-5,651
-51% -$67.6K ﹤0.01% 1760
2023
Q2 		$118K Hold
10,985
– – ﹤0.01% 1508
2023
Q1 		$117K Hold
10,985
– – ﹤0.01% 1517
2022
Q4 		$168K Hold
10,985
– – ﹤0.01% 1324
2022
Q3 		$168K Hold
10,985
– – ﹤0.01% 1266
2022
Q2 		$165K Hold
10,985
– – ﹤0.01% 1278
2022
Q1 		$182K Hold
10,985
– – ﹤0.01% 1336
2021
Q4 		$173K Buy
+10,985
New +$178K ﹤0.01% 1371

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BFC
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State Street
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Morgan Stanley
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BA
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