Winning Points 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $2.87M | Sell |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $3.2M | Sell |
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|
2019
Q3 | $3.12M | Sell |
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|
2019
Q2 | $3.19M | Buy |
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|
2019
Q1 | $2.98M | Sell |
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|
2018
Q4 | $2.9M | Sell |
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|
2018
Q3 | $3.19M | Sell |
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|
2018
Q2 | $3.02M | Sell |
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|
2018
Q1 | $3.12M | Buy |
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|
2017
Q4 | $3.25M | Buy |
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|
2017
Q3 | $2.66M | Buy |
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|
2017
Q2 | $2.37M | Buy |
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|
2017
Q1 | $2.17M | Buy |
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|
2016
Q4 | $1.87M | Buy |
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