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Costello Asset Management, INC → STEW
Costello Asset Management, INC STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$117K
Q3 2026
Peak value
$169K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $169K |
| Q4 2025 | $157K |
| Q1 2026 | $138K |
| Q2 2026 | $122K |
| Q3 2026 | $117K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $117K | 6.8K | — | — |
| Q2 2026 | $122K | 6.8K | — | — |
| Q1 2026 | $138K | 8.0K | — | — |
| Q4 2025 | $157K | 8.5K | — | — |
| Q3 2025 | $169K | 9.3K | — | — |