CSPIA
STEW

Cary Street Partners Investment Advisory’s SRH Total Return Fund STEW Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,313
Closed -$17K – 1668
2023
Q3 		$17K Hold
1,313
– – ﹤0.01% 1164
2023
Q2 		$17.4K Hold
1,313
– – ﹤0.01% 1086
2023
Q1 		$16.1K Hold
1,313
– – ﹤0.01% 1030
2022
Q4 		$16.7K Buy
+1,313
New +$16.7K ﹤0.01% 1023