Nalls Sherbakoff Group’s SRH Total Return Fund STEW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$5.72K Hold
412
0.01% 295
2023
Q3
$5.35K Sell
412
-624
-60% -$8.1K 0.01% 291
2023
Q2
$12.9K Hold
1,036
0.01% 254
2023
Q1
$12.6K Buy
+1,036
New +$12.6K 0.01% 262
2018
Q4
$22K Buy
+2,072
New +$22K 0.04% 206