Monetary Management Group’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 | $493K | Hold |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $189K | Hold |
|
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $181K | Hold |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $156K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $152K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $143K | Buy |
|