Steward Partners Investment Advisory’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Hold |
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|
2025
Q1 | $42.2K | Sell |
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|
2024
Q4 | $44.9K | Hold |
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|
2024
Q3 | $41.6K | Hold |
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|
2024
Q2 | $43.1K | Sell |
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|
2024
Q1 | $47.4K | Buy |
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|
2023
Q4 | $15.3K | Sell |
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|
2023
Q3 | $91.8K | Sell |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $77.7K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $80K | Buy |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $15K | Sell |
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|
2021
Q2 | $37K | Buy |
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|
2021
Q1 | $31.1K | Buy |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $13K | Buy |
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