Belpointe Asset Management LLC Boulder Growth & Income Fund Transaction History

Belpointe Asset Management LLC

  • $1.28 Billion
  • Q2 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Jan 16, 2020
SELL
$10.54 - $11.34 $197,097 - $212,058
-18,700 Closed
0 $0
Q2 2019

Nov 22, 2019
SELL
$10.53 - $11.24 $3,159 - $3,372
-300 Reduced 1.58%
18,700 $0
Q1 2019

Jun 11, 2019
SELL
$10.1 - $10.93 $10,100 - $10,930
-1,000 Reduced 5.0%
19,000 $205,000
Q4 2018

Mar 06, 2019
SELL
$9.6 - $11.26 $40,320 - $47,292
-4,200 Reduced 17.36%
20,000 $209,000
Q3 2018

Nov 23, 2018
BUY
$10.24 - $11.36 $130,048 - $144,272
12,700 Added 110.43%
24,200 $271,000
Q2 2018

Aug 06, 2018
BUY
$10.19 - $10.97 $117,185 - $126,155
11,500 New
11,500 $118,000

Others Institutions Holding STEW

# of Institutions
120
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About BOULDER GROWTH & INCOME FUND

STEW Quotes by TradingView
  • 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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