A detailed history of Caldwell Sutter Capital, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 10,709 shares of STEW stock, worth $178,626. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,709
Previous 11,598 7.67%
Holding current value
$178,626
Previous $169 Million 0.27%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$14.33 - $15.97 $12,739 - $14,197
-889 Reduced 7.67%
10,709 $169 Million
Q2 2024

Jul 22, 2024

SELL
$14.21 - $14.97 $18,956 - $19,969
-1,334 Reduced 10.32%
11,598 $169 Million
Q1 2024

Apr 19, 2024

SELL
$13.64 - $15.06 $15,167 - $16,746
-1,112 Reduced 7.92%
12,932 $195 Million
Q4 2022

Feb 10, 2023

BUY
$10.8 - $13.32 $151,675 - $187,066
14,044 New
14,044 $178 Million

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
Track This Portfolio

Track Caldwell Sutter Capital, Inc. Portfolio

Follow Caldwell Sutter Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.