Ancora Family Wealth Advisors’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
2016
Q3
$184K Sell
21,979
-1,193
-5% -$9.99K 0.06% 206
2016
Q2
$188K Sell
23,172
-7,850
-25% -$63.7K 0.07% 181
2016
Q1
$244K Sell
31,022
-19,157
-38% -$151K 0.1% 159
2015
Q4
$388K Sell
50,179
-31,225
-38% -$241K 0.17% 133
2015
Q3
$606K Buy
+81,404
New +$606K 0.25% 110