Karpus Investment 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 | $6.59M | Sell |
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|
2025
Q1 | $8.78M | Buy |
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|
2024
Q4 | $7.12M | Buy |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $2.36M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7.65M | Sell |
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|
2016
Q4 | $19.5M | Sell |
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|
2016
Q3 | $23.7M | Sell |
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|
2016
Q2 | $24.9M | Sell |
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|
2016
Q1 | $24.5M | Buy |
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|
2015
Q4 | $23.3M | Sell |
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|
2015
Q3 | $22.8M | Sell |
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|
2015
Q2 | $26.4M | Buy |
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|
2015
Q1 | $24.3M | Buy |
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|
2014
Q4 | $7.02M | Buy |
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|
2014
Q3 | $4.92M | Buy |
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|
2014
Q2 | $4.65M | Buy |
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|
2014
Q1 | $3.55M | Sell |
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|
2013
Q4 | $3.57M | Buy |
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|
2013
Q3 | $2.26M | Buy |
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|
2013
Q2 | $419K | Buy |
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