WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6.36M | Buy |
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2017
Q1 | $5.46M | Buy |
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|
2016
Q4 | $4.21M | Buy |
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|
2016
Q3 | $3.61M | Buy |
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|
2016
Q2 | $2.27M | Buy |
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|
2016
Q1 | $1.78M | Buy |
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|
2015
Q4 | $1.25M | Sell |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $246K | Buy |
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|
2014
Q4 | $58K | Buy |
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