DWM
STEW

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

Dakota 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
2025
Q2 		$309K Sell
17,455
-2,315
-12% -$40.9K 0.01% 610
2025
Q1 		$341K Buy
19,770
+550
+3% +$9.49K 0.01% 582
2024
Q4 		$308K Buy
+19,220
New +$308K 0.01% 599