A detailed history of Atlas Wealth LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Atlas Wealth LLC holds 3,442,603 shares of STEW stock, worth $53 Million. This represents 7.77% of its overall portfolio holdings.

Number of Shares
3,442,603
Holding current value
$53 Million
% of portfolio
7.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$14.21 - $14.97 $48.9 Million - $51.5 Million
3,442,603 New
3,442,603 $50 Billion
Q3 2023

Nov 07, 2023

SELL
$12.98 - $13.79 $70,208 - $74,590
-5,409 Reduced 0.16%
3,425,252 $44.5 Billion
Q2 2023

Aug 08, 2023

BUY
$12.26 - $13.28 $313,966 - $340,087
25,609 Added 0.75%
3,430,661 $46.4 Billion
Q1 2023

May 09, 2023

SELL
$11.77 - $13.18 $214,684 - $240,403
-18,240 Reduced 0.53%
3,405,052 $41.8 Billion
Q4 2022

Feb 14, 2023

BUY
$10.8 - $13.32 $37 Million - $45.6 Million
3,423,292 New
3,423,292 $43.5 Billion

Others Institutions Holding STEW

About BOULDER GROWTH & INCOME FUND


  • Ticker STEW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...
More about STEW
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