CWM
STEW

Connecticut Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Connecticut Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,128
Closed -$160K – 307
2024
Q3 		$160K Hold
10,128
– – 0.01% 322
2024
Q2 		$147K Hold
10,128
– – 0.01% 318
2024
Q1 		$153K Hold
10,128
– – 0.01% 321
2023
Q4 		$140K Buy
+10,128
New +$140K 0.01% 320