Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $286K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $358K | Hold |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $327K | Hold |
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|
2018
Q4 | $316K | Hold |
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|
2018
Q3 | $340K | Hold |
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|
2018
Q2 | $312K | Hold |
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|
2018
Q1 | $327K | Hold |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $309K | Hold |
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|
2017
Q2 | $294K | Hold |
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|
2017
Q1 | $282K | Hold |
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|
2016
Q4 | $271K | Hold |
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|
2016
Q3 | $254K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $235K | Hold |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $255K | Buy |
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