A detailed history of Cetera Investment Advisers transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Cetera Investment Advisers holds 30,723 shares of STEW stock, worth $497,098. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,723
Previous 29,314 4.81%
Holding current value
$497,098
Previous $426,000 13.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$14.33 - $15.97 $20,190 - $22,501
1,409 Added 4.81%
30,723 $485,000
Q2 2024

Aug 22, 2024

SELL
$14.21 - $14.97 $59,255 - $62,424
-4,170 Reduced 12.45%
29,314 $426,000
Q1 2024

May 24, 2024

BUY
$13.64 - $15.06 $456,721 - $504,269
33,484 New
33,484 $504,000
Q2 2017

Aug 14, 2017

BUY
N/A
23,141
23,141 $224,000

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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