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Golden State Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Golden State Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25
Closed – – 839
2020
Q1 		$0 Buy
+25
New +$270 ﹤0.01% 1011
2019
Q4 		– Sell
-25
Closed – – 816
2019
Q3 		$0 Hold
25
– – ﹤0.01% 1138
2019
Q2 		$0 Buy
+25
New +$274 ﹤0.01% 1153

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TJHA
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MC
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Golden State Wealth Management's STEW Position: Q2 2020 in Review

Golden State Wealth Management sold out of SRH Total Return Fund (STEW) in Q2 2020, closing a stake of 25 shares.

Golden State Wealth Management first reported a position in STEW in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 97 funds tracked by Wall St. Rank hold STEW as of Q2 2020.

  • Golden State Wealth Management reported no remaining SRH Total Return Fund position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 25 SRH Total Return Fund shares in Q2 2020.
  • Golden State Wealth Management first reported a position in SRH Total Return Fund in Q2 2019 and held it in 3 quarters.
  • Golden State Wealth Management's SRH Total Return Fund position peaked at $0 in Q1 2020.
  • 97 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.