MSAM
STEW

Moloney Securities Asset Management’s SRH Total Return Fund STEW Stock Holding History

Moloney Securities Asset Management’s Portfolio STEW Stock Details STEW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,640
Closed -$168K – 516
2024
Q3 		$168K Hold
10,640
– – 0.02% 446
2024
Q2 		$155K Buy
10,640
+507
+5% +$7.38K 0.02% 438
2024
Q1 		$153K Hold
10,133
– – 0.02% 423
2023
Q4 		$141K Buy
+10,133
New +$141K 0.02% 413