Advisors Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $451K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $754K | Sell |
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|
2023
Q1 | $958K | Buy |
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|
2022
Q4 | $901K | Buy |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $353K | Buy |
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