Financial Advocates Investment Management’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
2020
Q2
Sell
2020
Q1
$129K Buy
2019
Q2
Sell
2019
Q1
$359K Hold
2018
Q4
$347K Sell
2018
Q3
$455K Buy
2018
Q2
$363K Hold
2018
Q1
$381K Buy
2017
Q4
$342K Buy