WestHill Financial Advisors’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 | $286K | Hold |
16,168
| – | – | 0.06% | 58 |
|
|
2025
Q1 | $279K | Hold |
16,168
| – | – | 0.06% | 57 |
|
|
2024
Q4 | $259K | Hold |
16,168
| – | – | 0.06% | 63 |
|
|
2024
Q3 | $255K | Hold |
16,168
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $235K | Hold |
16,168
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $243K | Hold |
16,168
| – | – | 0.06% | 66 |
|
|
2023
Q4 | $224K | Hold |
16,168
| – | – | 0.06% | 63 |
|
|
2023
Q3 | $210K | Hold |
16,168
| – | – | 0.06% | 64 |
|
|
2023
Q2 | $215K | Hold |
16,168
| – | – | 0.06% | 61 |
|
|
2023
Q1 | $199K | Hold |
16,168
| – | – | 0.06% | 63 |
|
|
2022
Q4 | $205K | Hold |
16,168
| – | – | 0.07% | 60 |
|
|
2022
Q3 | $176K | Hold |
16,168
| – | – | 0.06% | 60 |
|
|
2022
Q2 | $193K | Hold |
16,168
| – | – | 0.06% | 64 |
|
|
2022
Q1 | $240K | Hold |
16,168
| – | – | 0.07% | 60 |
|
|
2021
Q4 | $230K | Hold |
16,168
| – | – | 0.07% | 69 |
|
|
2021
Q3 | $212K | Buy |
+16,168
| New | +$212K | 0.07% | 58 |
|
|
2021
Q1 | $203K | Hold |
16,168
| – | – | 0.07% | 53 |
|
|
2020
Q4 | $180K | Buy |
+16,168
| New | +$180K | 0.07% | 51 |
|