AE Wealth Management’s SRH Total Return Fund STEW Stock Holding History

AE Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$522K	Buy
2017 Q4	–	Sell
2017 Q3	$1.19M	Buy
2017 Q2	$1.07M	Buy