DCF Advisers’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 | $884K | Hold |
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|
2025
Q1 | $863K | Sell |
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|
2024
Q4 | $945K | Hold |
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|
2024
Q3 | $932K | Hold |
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|
2024
Q2 | $858K | Hold |
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|
2024
Q1 | $889K | Hold |
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|
2023
Q4 | $818K | Hold |
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|
2023
Q3 | $766K | Hold |
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|
2023
Q2 | $784K | Hold |
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|
2023
Q1 | $725K | Hold |
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|
2022
Q4 | $749K | Hold |
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|
2022
Q3 | $642K | Hold |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $964K | Sell |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $835K | Buy |
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|
2020
Q1 | $541K | Hold |
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|
2019
Q4 | $693K | Buy |
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