Heritage Wealth Management (Ohio)’s SRH Total Return Fund STEW Stock Holding History

Heritage Wealth Management (Ohio)’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
2025 Q3	$402K	Sell
2025 Q2	$414K	Sell
2025 Q1	$510K	Sell
2024 Q4	$504K	Sell
2024 Q3	$501K	Hold
2024 Q2	$462K	Buy