IWC
STEW

Integrated Wealth Concepts’s SRH Total Return Fund STEW Stock Holding History

Integrated Wealth Concepts’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,994
Closed -$165K – 1383
2022
Q4 		$165K Buy
12,994
+2,009
+18% +$25.5K ﹤0.01% 958
2022
Q3 		$120K Buy
+10,985
New +$120K ﹤0.01% 907