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Meridian Wealth Partners’s SRH Total Return Fund STEW Stock Holding History

Meridian Wealth Partners’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-713
Closed -$9K – 1099
2021
Q1 		$9K Buy
+713
New +$8.38K ﹤0.01% 494

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Meridian Wealth Partners's STEW Position: Q2 2021 in Review

Meridian Wealth Partners sold out of SRH Total Return Fund (STEW) in Q2 2021, closing a stake of 713 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in STEW in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 95 funds tracked by Wall St. Rank hold STEW as of Q2 2021.

  • Meridian Wealth Partners reported no remaining SRH Total Return Fund position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 713 SRH Total Return Fund shares in Q2 2021, an estimated $9K.
  • Meridian Wealth Partners first reported a position in SRH Total Return Fund in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's SRH Total Return Fund position peaked at $9K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.