Gradient Investments’s SRH Total Return Fund STEW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-400
Closed -$5.19K 1911
2023
Q3
$5.19K Buy
+400
New +$5.19K ﹤0.01% 951
2022
Q4
Sell
-821
Closed -$9K 1655
2022
Q3
$9K Buy
+821
New +$9K ﹤0.01% 831