Steward Partners Investment Advisory’s WM Technology MAPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5
Closed -$5 3810
2024
Q2
$5 Buy
+5
New +$5 ﹤0.01% 3602
2021
Q3
Sell
-1,000
Closed -$18K 3256
2021
Q2
$18K Buy
+1,000
New +$18K ﹤0.01% 5246