New England Guild 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
2019
Q2
Sell
2019
Q1
$114K Hold
2018
Q4
$50K Hold
2018
Q3
$54K Hold
2018
Q2
$49K Hold
2018
Q1
$52K Sell
2017
Q4
$129K Buy