Beverly Hills Private Wealth’s SRH Total Return Fund STEW Stock Holding History

Beverly Hills Private Wealth’s Portfolio STEW Stock Details STEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$499K	Buy
2025 Q2	$438K	Buy
2025 Q1	$391K	Buy