J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $389K | Buy |
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