A detailed history of Northwestern Mutual Wealth Management CO transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 5,880 shares of STEW stock, worth $97,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,880
Previous 5,880 -0.0%
Holding current value
$97,725
Previous $85,000 8.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2024

SELL
$14.21 - $14.97 $36,732 - $38,697
-2,585 Reduced 30.54%
5,880 $85,000
Q1 2024

May 15, 2024

BUY
$13.64 - $15.06 $115,462 - $127,482
8,465 New
8,465 $127,000
Q2 2022

Aug 04, 2022

SELL
$11.41 - $14.75 $19,111 - $24,706
-1,675 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$13.11 - $14.09 $52,623 - $56,557
-4,014 Reduced 70.56%
1,675 $22,000
Q2 2021

Aug 13, 2021

BUY
$12.63 - $13.82 $71,852 - $78,621
5,689 New
5,689 $77,000
Q3 2020

Nov 13, 2020

SELL
$9.42 - $10.42 $19,226 - $21,267
-2,041 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$8.72 - $10.39 $17,797 - $21,205
2,041 New
2,041 $19,000

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
Track This Portfolio

Track Northwestern Mutual Wealth Management CO Portfolio

Follow Northwestern Mutual Wealth Management CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwestern Mutual Wealth Management CO, based on Form 13F filings with the SEC.

News

Stay updated on Northwestern Mutual Wealth Management CO with notifications on news.