Clean Yield Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 385 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 410 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 425 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 407 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 449 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 458 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 474 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 367 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 383 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 368 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 379 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 405 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 424 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 455 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 489 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 474 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 501 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 483 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 493 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 471 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 343 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 442 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 381 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 385 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 413 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 363 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 360 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 366 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 340 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 310 |
|
Other funds holding STEW
JWM
BI
1CP
CL
GC
BRWA