Steward Partners Investment Advisory’s Gaia GAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-990
| Closed | -$5K | – | 3281 |
|
|
2022
Q1 | $5K | Hold |
990
| – | – | ﹤0.01% | 2879 |
|
|
2021
Q4 | $8K | Hold |
990
| – | – | ﹤0.01% | 2683 |
|
|
2021
Q3 | $9K | Hold |
990
| – | – | ﹤0.01% | 2627 |
|
|
2021
Q2 | $11K | Hold |
990
| – | – | ﹤0.01% | 5856 |
|
|
2021
Q1 | $11.8K | Hold |
990
| – | – | ﹤0.01% | 2712 |
|
|
2020
Q4 | $10K | Hold |
990
| – | – | ﹤0.01% | 2305 |
|
|
2020
Q3 | $10K | Sell |
990
-225
| -19% | -$2.27K | ﹤0.01% | 2135 |
|
|
2020
Q2 | $10K | Hold |
1,215
| – | – | ﹤0.01% | 2034 |
|
|
2020
Q1 | $10K | Hold |
1,215
| – | – | ﹤0.01% | 1859 |
|
|
2019
Q4 | $9K | Hold |
1,215
| – | – | ﹤0.01% | 2050 |
|
|
2019
Q3 | $7K | Hold |
1,215
| – | – | ﹤0.01% | 2129 |
|
|
2019
Q2 | $9K | Buy |
+1,215
| New | +$9K | ﹤0.01% | 2019 |
|
|
2018
Q4 | – | Sell |
-1,185
| Closed | -$18K | – | 1288 |
|
|
2018
Q3 | $18K | Sell |
1,185
-225
| -16% | -$3.42K | ﹤0.01% | 1602 |
|
|
2018
Q2 | $29K | Hold |
1,410
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q1 | $21K | Hold |
1,410
| – | – | ﹤0.01% | 1310 |
|
|
2017
Q4 | $17K | Hold |
1,410
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q3 | $16K | Hold |
1,410
| – | – | ﹤0.01% | 997 |
|
|
2017
Q2 | $15K | Buy |
1,410
+960
| +213% | +$10.2K | ﹤0.01% | 946 |
|
|
2017
Q1 | $4K | Buy |
+450
| New | +$4K | ﹤0.01% | 1172 |
|