Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $665K | Buy |
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|
2018
Q3 | – | Sell |
|
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|
2018
Q2 | $239K | Sell |
|
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|
2018
Q1 | $429K | Sell |
|
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|
2017
Q4 | $513K | Sell |
|
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|
2017
Q3 | $492K | Sell |
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|
2017
Q2 | $589K | Sell |
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|
2017
Q1 | $588K | Hold |
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|
2016
Q4 | $565K | Hold |
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|
2016
Q3 | $530K | Sell |
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|
2016
Q2 | $548K | Buy |
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|
2016
Q1 | $502K | Buy |
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|
2015
Q4 | $485K | Buy |
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|
2015
Q3 | $414K | Buy |
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|
2015
Q2 | $187K | Buy |
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