Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
14,678
| – | – | ﹤0.01% | 708 |
|
|
2025
Q1 | $253K | Hold |
14,678
| – | – | ﹤0.01% | 683 |
|
|
2024
Q4 | $235K | Hold |
14,678
| – | – | ﹤0.01% | 702 |
|
|
2024
Q3 | $232K | Hold |
14,678
| – | – | ﹤0.01% | 678 |
|
|
2024
Q2 | $214K | Hold |
14,678
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $221K | Hold |
14,678
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $204K | Hold |
14,678
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $191K | Hold |
14,678
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $195K | Buy |
+14,678
| New | +$195K | ﹤0.01% | 533 |
|
|
2023
Q1 | – | Sell |
-14,678
| Closed | -$186K | – | 592 |
|
|
2022
Q4 | $186K | Hold |
14,678
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $160K | Hold |
14,678
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $175K | Buy |
+14,678
| New | +$175K | ﹤0.01% | 474 |
|
|
2021
Q4 | – | Sell |
-15,789
| Closed | -$207K | – | 621 |
|
|
2021
Q3 | $207K | Buy |
+15,789
| New | +$207K | ﹤0.01% | 546 |
|