VFA
STEW

Valeo Financial Advisors’s SRH Total Return Fund STEW Stock Holding History

Valeo Financial Advisors’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,168
Closed -$11K – 2018
2020
Q2 		$11K Buy
1,168
+13
+1% +$122 ﹤0.01% 1191
2020
Q1 		$11K Sell
1,155
-378
-25% -$3.6K ﹤0.01% 1028
2019
Q4 		$18K Buy
+1,533
New +$18K ﹤0.01% 935