SPIA
SMM

Steward Partners Investment Advisory’s Salient Midstream & MLP Fund SMM Stock Holding History

Steward Partners Investment Advisory’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,468
Closed -$63.6K – 7537
2021
Q1 		$63.6K Hold
12,468
– – ﹤0.01% 1859
2020
Q4 		$53K Hold
12,468
– – ﹤0.01% 1651
2020
Q3 		$44K Hold
12,468
– – ﹤0.01% 1560
2020
Q2 		$51K Sell
12,468
-2,506
-17% -$10.3K ﹤0.01% 1409
2020
Q1 		$52K Buy
+14,974
New +$52K ﹤0.01% 1243