Caldwell Sutter Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $171K | Sell |
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|
2025
Q2 | $189K | Hold |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $172K | Hold |
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|
2024
Q3 | $169K | Sell |
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|
2024
Q2 | $169K | Sell |
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|
2024
Q1 | $195K | Sell |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $178K | Buy |
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