Advisor Group’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $648K | Sell |
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|
2019
Q1 | $655K | Sell |
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|
2018
Q4 | $675K | Sell |
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|
2018
Q3 | $909K | Buy |
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|
2018
Q2 | $755K | Sell |
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|
2018
Q1 | $827K | Buy |
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|
2017
Q4 | $755K | Sell |
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|
2017
Q3 | $749K | Buy |
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|
2017
Q2 | $588K | Buy |
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|
2017
Q1 | $406K | Buy |
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|
2016
Q4 | $380K | Hold |
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|
2016
Q3 | $356K | Buy |
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|
2016
Q2 | $294K | Buy |
|