Financial Advocates Investment Management Boulder Growth & Income Fund Transaction History

Financial Advocates Investment Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$8.72 - $10.39 $122,568 - $146,041	-14,056 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$7.72 - $11.93 $108,512 - $167,688	14,056 New	14,056 $129,000
Q2 2019 Aug 08, 2019	SELL	$10.53 - $11.24 $350,649 - $374,292	-33,300 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$9.6 - $11.26 $70,080 - $82,198	-7,300 Reduced 17.98%	33,300 $347,000
Q3 2018 Jul 11, 2019	BUY	$10.24 - $11.36 $54,272 - $60,208	5,300 Added 15.01%	40,600 $455,000
Q1 2018 May 11, 2018	BUY	$10.57 - $11.76 $47,565 - $52,920	4,500 Added 14.61%	35,300 $381,000
Q4 2017 Feb 15, 2018	BUY	$10.23 - $11.09 $315,084 - $341,572	30,800	30,800 $342,000

120

14.8M

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...

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