GVAG
STEW

Great Valley Advisor Group’s SRH Total Return Fund STEW Stock Holding History

Great Valley Advisor Group’s Portfolio STEW Stock Details STEW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,628
Closed -$131K – 347
2019
Q2 		$131K Sell
11,628
-15,487
-57% -$174K 0.03% 324
2019
Q1 		$292K Sell
27,115
-1,645
-6% -$17.7K 0.09% 227
2018
Q4 		$300K Buy
+28,760
New +$300K 0.11% 169