Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,568
| Closed | -$19.9K | – | 388 |
|
|
2022
Q4 | $19.9K | Hold |
1,568
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $17K | Hold |
1,568
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $19K | Hold |
1,568
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $23K | Hold |
1,568
| – | – | ﹤0.01% | 302 |
|
|
2021
Q4 | $22K | Buy |
+1,568
| New | +$22K | ﹤0.01% | 312 |
|