Cetera Investment Advisers’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
29,306
-2,452
| -8% | -$43.4K | ﹤0.01% | 2943 |
|
|
2025
Q1 | $548K | Buy |
31,758
+1,038
| +3% | +$17.9K | ﹤0.01% | 2766 |
|
|
2024
Q4 | $492K | Sell |
30,720
-3
| -0% | -$48 | ﹤0.01% | 2691 |
|
|
2024
Q3 | $485K | Buy |
30,723
+1,409
| +5% | +$22.3K | ﹤0.01% | 2676 |
|
|
2024
Q2 | $427K | Sell |
29,314
-4,170
| -12% | -$60.7K | ﹤0.01% | 2718 |
|
|
2024
Q1 | $504K | Buy |
+33,484
| New | +$504K | ﹤0.01% | 2601 |
|