Creative Planning’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 | $250K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $190K | Hold |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $165K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $170K | Buy |
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|
2018
Q2 | $142K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $114K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $82K | Sell |
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|
2017
Q1 | $82K | Sell |
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|
2016
Q4 | $120K | Buy |
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|
2016
Q3 | $29K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Sell |
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|
2014
Q4 | $25K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Buy |
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|
2013
Q2 | $2K | Buy |
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