Claraphi Advisory Network’s SRH Total Return Fund STEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-27,956
| Closed | -$313K | – | 266 |
|
|
2018
Q3 | $313K | Buy |
27,956
+108
| +0.4% | +$1.21K | 0.17% | 155 |
|
|
2018
Q2 | $286K | Buy |
27,848
+167
| +0.6% | +$1.72K | 0.18% | 165 |
|
|
2018
Q1 | $298K | Buy |
27,681
+157
| +0.6% | +$1.69K | 0.21% | 146 |
|
|
2017
Q4 | $305K | Buy |
+27,524
| New | +$305K | 0.24% | 131 |
|