Boenning & Scattergood’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $305K | Sell |
|
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|
2021
Q4 | $305K | Buy |
|
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $177K | Buy |
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|
2020
Q3 | $150K | Buy |
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|
2020
Q2 | $136K | Buy |
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|
2020
Q1 | $132K | Buy |
|