BWA
STEW

BDO Wealth Advisors’s SRH Total Return Fund STEW Stock Holding History

BDO Wealth Advisors’s Portfolio STEW Stock Details STEW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,281
Closed -$15.7K – 1058
2023
Q1 		$15.7K Buy
+1,281
New +$15.7K ﹤0.01% 622
2017
Q4 		– Hold
0
– -$1K – 509
2017
Q3 		– Hold
0
– -$2K – 428
2017
Q2 		– Hold
0
– – – 518