B. Riley Wealth Advisors’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 | $7.1M | Buy |
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|
2024
Q4 | $6.44M | Buy |
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|
2024
Q3 | $5.93M | Sell |
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|
2024
Q2 | $5.78M | Sell |
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|
2024
Q1 | $7.08M | Sell |
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|
2023
Q4 | $9.17M | Buy |
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|
2023
Q3 | $7.08M | Sell |
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|
2023
Q2 | $9.08M | Buy |
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|
2023
Q1 | $8.26M | Sell |
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|
2022
Q4 | $8.59M | Buy |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $5.38M | Buy |
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|
2021
Q4 | $4.28M | Buy |
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|
2021
Q3 | $3.97M | Buy |
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|
2021
Q2 | $3.7M | Sell |
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|
2021
Q1 | $3.28M | Hold |
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|
2020
Q4 | $3.28M | Sell |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $3.57M | Sell |
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|
2020
Q1 | $5.03M | Buy |
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|
2019
Q4 | $5.89M | Buy |
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|
2019
Q3 | $5.89M | Sell |
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|
2019
Q2 | $6.93M | Sell |
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|
2019
Q1 | $7.12M | Buy |
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|
2018
Q4 | $7.11M | Sell |
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|
2018
Q3 | $8.19M | Sell |
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|
2018
Q2 | $7.55M | Sell |
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|
2018
Q1 | $8.03M | Buy |
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|
2017
Q4 | $7.99M | Buy |
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|
2017
Q3 | $626K | Buy |
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