Cetera Advisor Networks’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $294K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $265K | Hold |
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|
2018
Q3 | $285K | Buy |
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|
2018
Q2 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $289K | Sell |
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|
2017
Q2 | $322K | Buy |
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|
2017
Q1 | $242K | Buy |
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|
2016
Q4 | $200K | Sell |
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|
2016
Q3 | $282K | Buy |
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|
2016
Q2 | $191K | Buy |
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|
2016
Q1 | $167K | Buy |
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|
2015
Q4 | $112K | Buy |
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|
2015
Q3 | $105K | Sell |
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|
2015
Q2 | $134K | Hold |
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|
2015
Q1 | $134K | Buy |
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