Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $102K | Sell |
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|
2024
Q3 | $679K | Sell |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $858K | Buy |
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|
2021
Q4 | $821K | Buy |
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|
2021
Q3 | $757K | Buy |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $724 | Sell |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $528K | Buy |
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|
2019
Q4 | $672K | Buy |
|