Steward Partners Investment Advisory’s TaskUs TASK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-437
| Closed | -$5.96K | – | 4238 |
|
|
2025
Q1 | $5.96K | Buy |
+437
| New | +$5.96K | ﹤0.01% | 3321 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$28.3K | – | 3445 |
|
|
2023
Q2 | $28.3K | Hold |
2,500
| – | – | ﹤0.01% | 2113 |
|
|
2023
Q1 | $36.1K | Hold |
2,500
| – | – | ﹤0.01% | 1994 |
|
|
2022
Q4 | $42.3K | Hold |
2,500
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q3 | $40K | Buy |
2,500
+2,479
| +11,805% | +$39.7K | ﹤0.01% | 1898 |
|
|
2022
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 3366 |
|
|
2022
Q1 | $1K | Sell |
21
-21
| -50% | -$1K | ﹤0.01% | 3224 |
|
|
2021
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 3036 |
|