CIBC Private Wealth Group’s SRH Total Return Fund STEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,200
| Closed | -$34.5K | – | 3303 |
|
|
2025
Q1 | $34.5K | Hold |
2,200
| – | – | ﹤0.01% | 1773 |
|
|
2024
Q4 | $35.2K | Hold |
2,200
| – | – | ﹤0.01% | 1818 |
|
|
2024
Q3 | $34.8K | Hold |
2,200
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q2 | $32.3K | Buy |
+2,200
| New | +$32.3K | ﹤0.01% | 1842 |
|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$118K | – | 927 |
|
|
2019
Q4 | $118K | Buy |
+10,000
| New | +$118K | ﹤0.01% | 879 |
|