Global Retirement Partners’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 | $105K | Buy |
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|
2025
Q2 | $102K | Buy |
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|
2024
Q4 | $90.5K | Buy |
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|
2024
Q3 | $88.6K | Buy |
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|
2024
Q2 | $81K | Buy |
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|
2024
Q1 | $83.2K | Buy |
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|
2023
Q4 | $75.4K | Buy |
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|
2023
Q3 | $69.8K | Buy |
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|
2023
Q2 | $71.6K | Hold |
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|
2023
Q1 | $67.7K | Buy |
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|
2022
Q4 | $67.4K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $11K | Buy |
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