Steward Partners Investment Advisory’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.1K | Buy |
6,861
+146
| +2% | +$1.45K | ﹤0.01% | 2314 |
|
2025
Q1 | $65.9K | Buy |
6,715
+144
| +2% | +$1.41K | ﹤0.01% | 2238 |
|
2024
Q4 | $60.5K | Buy |
6,571
+140
| +2% | +$1.29K | ﹤0.01% | 2238 |
|
2024
Q3 | $61.1K | Buy |
6,431
+141
| +2% | +$1.34K | ﹤0.01% | 2130 |
|
2024
Q2 | $55.7K | Buy |
6,290
+207
| +3% | +$1.83K | ﹤0.01% | 2052 |
|
2024
Q1 | $55K | Buy |
6,083
+108
| +2% | +$976 | ﹤0.01% | 2065 |
|
2023
Q4 | $50.9K | Hold |
5,975
| – | – | ﹤0.01% | 1988 |
|
2023
Q3 | $49.6K | Hold |
5,975
| – | – | ﹤0.01% | 1913 |
|
2023
Q2 | $51K | Hold |
5,975
| – | – | ﹤0.01% | 1875 |
|
2023
Q1 | $51K | Hold |
5,975
| – | – | ﹤0.01% | 1856 |
|
2022
Q4 | $52K | Sell |
5,975
-10,449
| -64% | -$90.9K | ﹤0.01% | 1818 |
|
2022
Q3 | $138K | Hold |
16,424
| – | – | ﹤0.01% | 1364 |
|
2022
Q2 | $150K | Buy |
16,424
+10,449
| +175% | +$95.4K | ﹤0.01% | 1324 |
|
2022
Q1 | $58K | Sell |
5,975
-2,000
| -25% | -$19.4K | ﹤0.01% | 1840 |
|
2021
Q4 | $83K | Hold |
7,975
| – | – | ﹤0.01% | 1671 |
|
2021
Q3 | $79K | Hold |
7,975
| – | – | ﹤0.01% | 1663 |
|
2021
Q2 | $78K | Sell |
7,975
-950
| -11% | -$9.29K | ﹤0.01% | 2578 |
|
2021
Q1 | $85.4K | Buy |
8,925
+1,450
| +19% | +$13.9K | ﹤0.01% | 1701 |
|
2020
Q4 | $65K | Hold |
7,475
| – | – | ﹤0.01% | 1542 |
|
2020
Q3 | $62K | Hold |
7,475
| – | – | ﹤0.01% | 1401 |
|
2020
Q2 | $61K | Buy |
7,475
+4,725
| +172% | +$38.6K | ﹤0.01% | 1334 |
|
2020
Q1 | $21K | Sell |
2,750
-1,019
| -27% | -$7.78K | ﹤0.01% | 1595 |
|
2019
Q4 | $39K | Buy |
3,769
+19
| +0.5% | +$197 | ﹤0.01% | 1507 |
|
2019
Q3 | $38K | Buy |
3,750
+1,000
| +36% | +$10.1K | ﹤0.01% | 1474 |
|
2019
Q2 | $29K | Buy |
+2,750
| New | +$29K | ﹤0.01% | 1552 |
|
2018
Q4 | – | Sell |
-750
| Closed | -$9K | – | 1416 |
|
2018
Q3 | $9K | Buy |
+750
| New | +$9K | ﹤0.01% | 1920 |
|