Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $699K | Buy |
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|
2019
Q3 | $624K | Sell |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $700K | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $636K | Hold |
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|
2018
Q1 | $636K | Buy |
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|
2017
Q4 | $586K | Buy |
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|
2017
Q3 | $450K | Sell |
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|
2017
Q2 | $497K | Sell |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $489K | Buy |
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|
2016
Q3 | $409K | Buy |
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|
2016
Q2 | $362K | Buy |
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|
2016
Q1 | $268K | Buy |
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|
2015
Q4 | $241K | Buy |
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|
2015
Q3 | $33K | Hold |
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|
2015
Q2 | $37K | Hold |
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|
2015
Q1 | $37K | Buy |
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|
2014
Q4 | $23K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $21K | Sell |
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|
2014
Q1 | $33K | Sell |
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|
2013
Q4 | $44K | Sell |
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|
2013
Q3 | $103K | Sell |
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|
2013
Q2 | $104K | Buy |
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