BWM
STEW

Baystate Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Baystate Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$97.1K Buy
+7,000
New +$97.1K 0.01% 279
2018
Q3 		– Sell
-689
Closed -$7K – 707
2018
Q2 		$7K Buy
+689
New +$7K ﹤0.01% 412