Steward Partners Investment Advisory’s Ballast Small/Mid Cap ETF MGMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $3.69M | Buy |
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|
2023
Q4 | $3.27M | Buy |
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|
2023
Q3 | $2.56M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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