Bassett Hargrove Investment Counsel’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
Q3
$224K Hold
2023
Q2
$218K Hold
2023
Q1
$212K Hold
2022
Q4
$218K Hold
2022
Q3
$188K Buy
2022
Q1
$256K Hold
2021
Q4
$245K Hold
2021
Q3
$234K Hold
2021
Q2
$234K Buy