Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $164K | Sell |
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|
2020
Q3 | $148K | Buy |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $135K | Hold |
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|
2019
Q4 | $173K | Hold |
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|
2019
Q3 | $164K | Hold |
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|
2019
Q2 | $165K | Buy |
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