WA
STEW

Waverly Advisors’s SRH Total Return Fund STEW Stock Holding History

Waverly 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
2025
Q2 		$267K Buy
15,119
+41
+0.3% +$725 ﹤0.01% 1014
2025
Q1 		$260K Buy
15,078
+43
+0.3% +$742 ﹤0.01% 971
2024
Q4 		$241K Buy
+15,035
New +$241K ﹤0.01% 883