Private Advisor 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 | $587K | Buy |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q4 | $154 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $572K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $154K | Buy |
|