Steward Partners Investment Advisory’s Pro-Dex PDEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-230
| Closed | -$4.39K | – | 3431 |
|
|
2023
Q2 | $4.39K | Sell |
230
-400
| -63% | -$7.64K | ﹤0.01% | 2826 |
|
|
2023
Q1 | $10.3K | Sell |
630
-250
| -28% | -$4.1K | ﹤0.01% | 2524 |
|
|
2022
Q4 | $14K | Sell |
880
-838
| -49% | -$13.3K | ﹤0.01% | 2414 |
|
|
2022
Q3 | $30K | Sell |
1,718
-525
| -23% | -$9.17K | ﹤0.01% | 2031 |
|
|
2022
Q2 | $36K | Sell |
2,243
-3,145
| -58% | -$50.5K | ﹤0.01% | 1961 |
|
|
2022
Q1 | $89K | Sell |
5,388
-2,428
| -31% | -$40.1K | ﹤0.01% | 1653 |
|
|
2021
Q4 | $181K | Sell |
7,816
-1,872
| -19% | -$43.4K | ﹤0.01% | 1352 |
|
|
2021
Q3 | $249K | Sell |
9,688
-2,850
| -23% | -$73.3K | ﹤0.01% | 1182 |
|
|
2021
Q2 | $383K | Buy |
12,538
+2,682
| +27% | +$81.9K | 0.01% | 1046 |
|
|
2021
Q1 | $266K | Buy |
+9,856
| New | +$266K | ﹤0.01% | 1157 |
|