Accel Wealth Management’s SRH Total Return Fund STEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-218
| Closed | -$2.67K | – | 769 |
|
|
2023
Q1 | $2.67K | Buy |
218
+3
| +1% | +$37 | ﹤0.01% | 1076 |
|
|
2022
Q4 | $2.74K | Buy |
215
+2
| +0.9% | +$25 | ﹤0.01% | 880 |
|
|
2022
Q3 | $2K | Buy |
213
+2
| +0.9% | +$19 | ﹤0.01% | 943 |
|
|
2022
Q2 | $3K | Buy |
211
+1
| +0.5% | +$14 | ﹤0.01% | 872 |
|
|
2022
Q1 | $3K | Buy |
210
+2
| +1% | +$29 | ﹤0.01% | 864 |
|
|
2021
Q4 | $3K | Buy |
208
+2
| +1% | +$29 | ﹤0.01% | 867 |
|
|
2021
Q3 | $3K | Buy |
206
+1
| +0.5% | +$15 | ﹤0.01% | 785 |
|
|
2021
Q2 | $3K | Buy |
205
+2
| +1% | +$29 | ﹤0.01% | 844 |
|
|
2021
Q1 | $3K | Buy |
203
+2
| +1% | +$30 | ﹤0.01% | 810 |
|
|
2020
Q4 | $2K | Buy |
+201
| New | +$2K | ﹤0.01% | 798 |
|