Horizon Wealth Management’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
|
|||||
|
2025
Q1 | $216K | Hold |
|
|||||
|
2024
Q4 | $200K | Hold |
|
|||||
|
2024
Q3 | $198K | Buy |
|
|||||
|
2024
Q2 | $180K | Buy |
|
|||||
|
2024
Q1 | $185K | Buy |
|
|||||
|
2023
Q4 | $169K | Buy |
|
|||||
|
2023
Q3 | $156K | Buy |
|
|||||
|
2023
Q2 | $158K | Buy |
|
|||||
|
2023
Q1 | $145K | Buy |
|
|||||
|
2022
Q4 | $149K | Buy |
|
|||||
|
2022
Q3 | $126K | Buy |
|
|||||
|
2022
Q2 | $137K | Buy |
|