Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-105
| Closed | -$1K | – | 2438 |
|
|
2021
Q1 | $1K | Sell |
105
-17
| -14% | -$162 | ﹤0.01% | 3014 |
|
|
2020
Q4 | $1K | Hold |
122
| – | – | ﹤0.01% | 2619 |
|
|
2020
Q3 | $1K | Buy |
122
+10
| +9% | +$82 | ﹤0.01% | 2427 |
|
|
2020
Q2 | $1K | Buy |
112
+16
| +17% | +$143 | ﹤0.01% | 2366 |
|
|
2020
Q1 | $1K | Buy |
96
+39
| +68% | +$406 | ﹤0.01% | 2316 |
|
|
2019
Q4 | $1K | Sell |
57
-1
| -2% | -$18 | ﹤0.01% | 2425 |
|
|
2019
Q3 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 2308 |
|