Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,608
| Closed | -$25K | – | 1135 |
|
|
2024
Q3 | $25K | Hold |
1,608
| – | – | 0.01% | 637 |
|
|
2024
Q2 | $23K | Hold |
1,608
| – | – | 0.01% | 658 |
|
|
2024
Q1 | $24.2K | Hold |
1,608
| – | – | 0.01% | 635 |
|
|
2023
Q4 | $22K | Hold |
1,608
| – | – | 0.01% | 629 |
|
|
2023
Q3 | $20.9K | Buy |
+1,608
| New | +$20.9K | 0.01% | 635 |
|
|
2023
Q1 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1301 |
|
|
2022
Q4 | – | Sell |
-31
| Closed | – | – | 1040 |
|
|
2022
Q3 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1191 |
|