Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.75M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.01M | Buy |
|