A detailed history of Principal Securities, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Principal Securities, Inc. holds 88,064 shares of STEW stock, worth $1.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
88,064
Previous 8,686 913.86%
Holding current value
$1.41 Million
Previous $126 Million 1000.97%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$14.33 - $15.97 $1.14 Million - $1.27 Million
79,378 Added 913.86%
88,064 $1.39 Billion
Q2 2024

Jul 31, 2024

BUY
$14.21 - $14.97 $184 - $194
13 Added 0.15%
8,686 $126 Million
Q1 2024

May 10, 2024

SELL
$13.64 - $15.06 $12,876 - $14,216
-944 Reduced 9.82%
8,673 $131 Million
Q4 2023

Feb 07, 2024

BUY
$12.11 - $13.96 $116,461 - $134,253
9,617 New
9,617 $133 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
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