SFS
STEW

Sowell Financial Services’s SRH Total Return Fund STEW Stock Holding History

Sowell Financial Services’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-105
Closed -$1K – 2437
2021
Q1 		$1K Sell
105
-17
-14% -$200 ﹤0.01% 3014
2020
Q4 		$1K Hold
122
– – ﹤0.01% 2619
2020
Q3 		$1K Buy
122
+10
+9% +$100 ﹤0.01% 2427
2020
Q2 		$1K Buy
112
+16
+17% +$151 ﹤0.01% 2366
2020
Q1 		$1K Buy
96
+39
+68% +$421 ﹤0.01% 2316
2019
Q4 		$1K Sell
57
-1
-2% -$11 ﹤0.01% 2425
2019
Q3 		$1K Buy
+58
New +$638 ﹤0.01% 2308

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