Retirement Planning Company of New England’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
2022
Q1
Sell
-4,846
Closed -$68K 791
2021
Q4
$68K Buy
+4,846
New +$68K 0.03% 362