Prospera Financial Services’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
Q2 | – | Sell |
-19,726
| Closed | -$242K | – | 1069 |
|
|
2023
Q1 | $242K | Hold |
19,726
| – | – | 0.01% | 851 |
|
|
2022
Q4 | $251K | Buy |
19,726
+142
| +0.7% | +$1.8K | 0.01% | 765 |
|
|
2022
Q3 | $213K | Buy |
+19,584
| New | +$213K | 0.01% | 763 |
|
|
2022
Q2 | – | Sell |
-19,448
| Closed | -$288K | – | 2496 |
|
|
2022
Q1 | $288K | Buy |
+19,448
| New | +$288K | 0.01% | 755 |
|