Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
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|
2025
Q1 | $840K | Hold |
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|
2024
Q4 | $780K | Sell |
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|
2024
Q3 | $787K | Hold |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $733K | Hold |
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|
2023
Q4 | $675K | Sell |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $680K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $389K | Buy |
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