A detailed history of Wealthspire Advisors, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,678 shares of STEW stock, worth $238,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,678
Previous 14,678 -0.0%
Holding current value
$238,077
Previous $213,000 8.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

BUY
$12.26 - $13.28 $179,952 - $194,923
14,678 New
14,678 $194,000
Q2 2022

Aug 09, 2022

BUY
$11.41 - $14.75 $167,475 - $216,500
14,678 New
14,678 $175,000
Q4 2021

Feb 14, 2022

SELL
$12.95 - $14.25 $204,467 - $224,993
-15,789 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$13.11 - $14.09 $206,993 - $222,467
15,789 New
15,789 $207,000

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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