Game Plan Financial Advisors’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
Q3 | $18.2K | Sell |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $95.8K | Hold |
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|
2024
Q3 | $94.8K | Hold |
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|
2024
Q2 | $87.3K | Hold |
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|
2024
Q1 | $90.4K | Hold |
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|
2023
Q4 | $83.2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $171K | Buy |
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|
2019
Q4 | $130K | Buy |
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