Steward Partners Investment Advisory’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Buy |
533
+8
| +2% | +$424 | ﹤0.01% | 2763 |
|
|
2025
Q1 | $26.1K | Hold |
525
| – | – | ﹤0.01% | 2683 |
|
|
2024
Q4 | $33.3K | Buy |
525
+125
| +31% | +$7.93K | ﹤0.01% | 2549 |
|
|
2024
Q3 | $19.7K | Hold |
400
| – | – | ﹤0.01% | 2667 |
|
|
2024
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 2581 |
|
|
2024
Q1 | $24.9K | Sell |
400
-200
| -33% | -$12.5K | ﹤0.01% | 2430 |
|
|
2023
Q4 | $34.7K | Buy |
600
+200
| +50% | +$11.6K | ﹤0.01% | 2137 |
|
|
2023
Q3 | $18.8K | Hold |
400
| – | – | ﹤0.01% | 2336 |
|
|
2023
Q2 | $17.8K | Buy |
400
+100
| +33% | +$4.44K | ﹤0.01% | 2349 |
|
|
2023
Q1 | $6.36K | Buy |
+300
| New | +$6.36K | ﹤0.01% | 2705 |
|