Boulder Growth & Income Fund shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Boulder Growth & Income Fund
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Quarterly reported holdings in Boulder Growth & Income Fund by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $102k | 6.3k | 16.02 |
| 2024-09-30 | $679k | 43k | 15.80 |
| 2024-06-30 | $655k | 45k | 14.55 |
| 2024-03-31 | $677k | 45k | 15.06 |
| 2023-12-31 | $656k | 47k | 13.87 |
| 2023-09-30 | $583k | 45k | 12.98 |
| 2023-06-30 | $597k | 45k | 13.28 |
| 2023-03-31 | $629k | 51k | 12.28 |
| 2022-12-31 | $718k | 57k | 12.70 |
| 2022-09-30 | $652k | 60k | 10.89 |
| 2022-06-30 | $692k | 58k | 11.95 |
| 2022-03-31 | $858k | 58k | 14.83 |
| 2021-12-31 | $821k | 58k | 14.21 |
| 2021-09-30 | $757k | 58k | 13.12 |
| 2021-06-30 | $781k | 58k | 13.55 |
| 2021-03-31 | $724k | 58k | 12.57 |
| 2020-12-31 | $642k | 58k | 11.14 |
| 2020-09-30 | $575k | 58k | 10.00 |
| 2020-06-30 | $541k | 57k | 9.42 |
| 2020-03-31 | $528k | 57k | 9.21 |
| 2019-12-31 | $672k | 57k | 11.80 |
More positions owned by Sugarloaf Wealth Management
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