CIA
STEW

Concurrent Investment Advisors’s SRH Total Return Fund STEW Stock Holding History

Concurrent Investment Advisors’s Portfolio STEW Stock Details STEW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51,305
Closed -$822K – 1243
2024
Q4 		$822K Buy
+51,305
New +$822K 0.02% 532