Allworth Financial’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138 | Hold |
8
| – | – | ﹤0.01% | 4358 |
|
|
2025
Q1 | $131 | Hold |
8
| – | – | ﹤0.01% | 3920 |
|
|
2024
Q4 | $128 | Hold |
8
| – | – | ﹤0.01% | 3823 |
|
|
2024
Q3 | $120 | Hold |
8
| – | – | ﹤0.01% | 3647 |
|
|
2024
Q2 | $114 | Buy |
8
+1
| +14% | +$14 | ﹤0.01% | 3592 |
|
|
2024
Q1 | $113 | Sell |
7
-756
| -99% | -$12.2K | ﹤0.01% | 3505 |
|
|
2023
Q4 | $10.6K | Buy |
+763
| New | +$10.6K | ﹤0.01% | 1960 |
|