Steward Partners Investment Advisory’s Cactus WHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$962	Sell	22 -38	-63%	-$1.66K	﹤0.01%	3869
2025 Q1	$2.75K	Buy	60 +17	+40%	+$779	﹤0.01%	3567
2024 Q4	$2.51K	Buy	+43	New	+$2.51K	﹤0.01%	3579
2021 Q1	–	Sell	-2,300	Closed	-$60K	–	3510
2020 Q4	$60K	Buy	+2,300	New	+$60K	﹤0.01%	1588