Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-929
| Closed | -$9K | – | 448 |
|
|
2020
Q2 | $9K | Buy |
+929
| New | +$9K | ﹤0.01% | 259 |
|
|
2019
Q3 | – | Sell |
-1,289
| Closed | -$15K | – | 469 |
|
|
2019
Q2 | $15K | Buy |
+1,289
| New | +$15K | ﹤0.01% | 289 |
|
|
2019
Q1 | – | Sell |
-1,289
| Closed | -$14K | – | 410 |
|
|
2018
Q4 | $14K | Buy |
+1,289
| New | +$14K | ﹤0.01% | 272 |
|