A detailed history of Jpmorgan Chase & CO transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Jpmorgan Chase & CO holds 6,320 shares of STEW stock, worth $97,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,320
Previous 7,920 20.2%
Holding current value
$97,896
Previous $119,000 23.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

SELL
$14.21 - $14.97 $22,736 - $23,952
-1,600 Reduced 20.2%
6,320 $91,000
Q1 2024

May 10, 2024

SELL
$13.64 - $15.06 $65,267 - $72,062
-4,785 Reduced 37.66%
7,920 $119,000
Q4 2023

Feb 12, 2024

BUY
$12.11 - $13.96 $75,723 - $87,291
6,253 Added 96.92%
12,705 $176,000
Q3 2023

Nov 14, 2023

BUY
$12.98 - $13.79 $1,713 - $1,820
132 Added 2.09%
6,452 $83,000
Q2 2023

Aug 11, 2023

SELL
$12.26 - $13.28 $232,376 - $251,709
-18,954 Reduced 74.99%
6,320 $83,000
Q1 2023

May 11, 2023

BUY
$11.77 - $13.18 $210,753 - $236,001
17,906 Added 243.02%
25,274 $310,000
Q4 2022

Feb 13, 2023

BUY
$10.8 - $13.32 $79,574 - $98,141
7,368 New
7,368 $94,000

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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