Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $204K | Hold |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $195K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $186K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $175K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Buy |
|