Cambridge Investment Research Advisors’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
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $998K | Buy |
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|
2023
Q2 | $849K | Buy |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $814K | Buy |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $804K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $572K | Sell |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $131K | Sell |
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|
2019
Q3 | $143K | Buy |
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|
2019
Q2 | $131K | Sell |
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|
2019
Q1 | $173K | Sell |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $2.23M | Buy |
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|
2017
Q4 | $164K | Buy |
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|
2017
Q3 | $148K | Sell |
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|
2017
Q2 | $154K | Sell |
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|
2017
Q1 | $153K | Buy |
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|
2016
Q4 | $144K | Sell |
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|
2016
Q3 | $146K | Sell |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $194K | Sell |
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|
2015
Q4 | $197K | Buy |
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|
2015
Q3 | $175K | Buy |
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