AWM
STEW

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

AE Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,946
Closed -$522K – 1874
2023
Q4 		$522K Buy
+36,946
New +$522K ﹤0.01% 1406
2017
Q4 		– Sell
-116,695
Closed -$1.19M – 460
2017
Q3 		$1.19M Buy
116,695
+6,924
+6% +$70.6K 0.11% 120
2017
Q2 		$1.07M Buy
+109,771
New +$1.07M 0.13% 136