Financial Advocates Investment Management’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,056
| Closed | -$129K | – | 621 |
|
|
2020
Q1 | $129K | Buy |
+14,056
| New | +$129K | 0.02% | 447 |
|
|
2019
Q2 | – | Sell |
-33,300
| Closed | -$359K | – | 482 |
|
|
2019
Q1 | $359K | Hold |
33,300
| – | – | 0.04% | 333 |
|
|
2018
Q4 | $347K | Sell |
33,300
-7,300
| -18% | -$76.1K | 0.05% | 308 |
|
|
2018
Q3 | $455K | Buy |
40,600
+5,300
| +15% | +$59.4K | 0.05% | 303 |
|
|
2018
Q2 | $363K | Hold |
35,300
| – | – | 0.04% | 329 |
|
|
2018
Q1 | $381K | Buy |
35,300
+4,500
| +15% | +$48.6K | 0.05% | 312 |
|
|
2017
Q4 | $342K | Buy |
+30,800
| New | +$342K | 0.05% | 327 |
|