HWMO
STEW

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$414K Sell
23,408
-6,133
-21% -$108K 0.13% 159
2025
Q1 		$510K Sell
29,541
-1,918
-6% -$33.1K 0.17% 129
2024
Q4 		$504K Sell
31,459
-250
-0.8% -$4.01K 0.17% 134
2024
Q3 		$501K Hold
31,709
– – 0.16% 136
2024
Q2 		$462K Buy
+31,709
New +$462K 0.15% 140