Financial & Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $447K | Buy |
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|
2018
Q3 | $471K | Sell |
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|
2018
Q2 | $472K | Buy |
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|
2018
Q1 | $476K | Sell |
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|
2017
Q4 | $506K | Sell |
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|
2017
Q3 | $473K | Sell |
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|
2017
Q2 | $471K | Sell |
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|
2017
Q1 | $456K | Sell |
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|
2016
Q4 | $439K | Sell |
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|
2016
Q3 | $418K | Sell |
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|
2016
Q2 | $419K | Sell |
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|
2016
Q1 | $414K | Sell |
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|
2015
Q4 | $415K | Sell |
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|
2015
Q3 | $422K | Sell |
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|
2015
Q2 | $511K | Sell |
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|
2015
Q1 | $553K | Buy |
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