WestHill Financial Advisors’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
Q3 | $294K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $199K | Hold |
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|
2022
Q4 | $205K | Hold |
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|
2022
Q3 | $176K | Hold |
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|
2022
Q2 | $193K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $180K | Buy |
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