EverSource Wealth Advisors’s SRH Total Return Fund STEW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-142
Closed -$1.89K 2660
2023
Q2
$1.89K Hold
142
﹤0.01% 2038
2023
Q1
$1.74K Hold
142
﹤0.01% 1974
2022
Q4
$1.8K Hold
142
﹤0.01% 1944
2022
Q3
$2K Buy
+142
New +$2K ﹤0.01% 1724