RE Dickinson Investment Advisors’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
Sell
-1,230
Closed -$16K 278
2023
Q3
$16K Buy
+1,230
New +$16K 0.01% 145