Stolper & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Hold |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $241K | Buy |
|