RWG
STEW
Ratio Wealth Group’s SRH Total Return Fund STEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $249K | Hold |
19,603
| – | – | 0.07% | 53 |
|
|
2022
Q3 | $213K | Hold |
19,603
| – | – | 0.07% | 55 |
|
|
2022
Q2 | $234K | Hold |
19,603
| – | – | 0.08% | 49 |
|
|
2022
Q1 | $291K | Hold |
19,603
| – | – | 0.09% | 48 |
|
|
2021
Q4 | $279K | Hold |
19,603
| – | – | 0.08% | 44 |
|
|
2021
Q3 | $257K | Hold |
19,603
| – | – | 0.08% | 48 |
|
|
2021
Q2 | $265K | Hold |
19,603
| – | – | 0.1% | 44 |
|
|
2021
Q1 | $247K | Hold |
19,603
| – | – | 0.1% | 43 |
|
|
2020
Q4 | $218K | Buy |
+19,603
| New | +$218K | 0.12% | 44 |
|