JP Wealth Management, Inc. STEW Holdings History
JP Wealth Management, Inc.'s SRH Total Return Fund, Inc. Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 1.29 Mil shares of SRH Total Return Fund, Inc.(STEW), totaling $22.74 Mil. This investment constitutes 17.01% of their stock portfolio, and JP Wealth Management, Inc. now holds 1.33% of the outstanding SRH Total Return Fund, Inc.(STEW) stock.
The initial trade took place in 2024Q4. And since then JP Wealth Management, Inc. has made 2 purchases of STEW, at an average price of $16.36, for a total of 1.29 Mil shares. Based on historical transaction data and STEW's current price of $17.76, JP Wealth Management, Inc.'s estimated gain on his STEW holdings is $1.80 Mil, reflecting a 8.57% gain to date.
JP Wealth Management, Inc. STEW ($17.76) Holding Chart
JP Wealth Management, Inc. STEW ($17.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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