SPIA
SPE

Steward Partners Investment Advisory’s Special Opportunities Fund SPE Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPE Stock Details SPE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$122K Sell
2022
Q3 		$180K Hold
2022
Q2 		$201K Sell
2022
Q1 		$499K Buy
2021
Q4 		$132K Hold
2021
Q3 		$132K Buy
2021
Q2 		$111K Buy