Steward Partners Investment Advisory’s North American Construction NOA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-300
| Closed | -$5K | – | 3339 |
|
2021
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2831 |
|
2021
Q3 | $4K | Sell |
300
-500
| -63% | -$6.67K | ﹤0.01% | 2876 |
|
2021
Q2 | $12K | Sell |
800
-8,925
| -92% | -$134K | ﹤0.01% | 5721 |
|
2021
Q1 | $105K | Buy |
9,725
+6,425
| +195% | +$69.2K | ﹤0.01% | 1599 |
|
2020
Q4 | $32K | Hold |
3,300
| – | – | ﹤0.01% | 1879 |
|
2020
Q3 | $21K | Hold |
3,300
| – | – | ﹤0.01% | 1883 |
|
2020
Q2 | $21K | Buy |
3,300
+800
| +32% | +$5.09K | ﹤0.01% | 1759 |
|
2020
Q1 | $12K | Buy |
2,500
+300
| +14% | +$1.44K | ﹤0.01% | 1793 |
|
2019
Q4 | $26K | Buy |
+2,200
| New | +$26K | ﹤0.01% | 1692 |
|