WealthTrust Axiom’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 | $639K | Hold |
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|
2025
Q1 | $623K | Hold |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $490K | Hold |
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|
2023
Q1 | $453K | Hold |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $387K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $139K | Buy |
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