Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $76.7K | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | $72K | Buy |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $86K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $86K | Buy |
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|
2019
Q3 | $61K | Buy |
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