Ticker: SWRSX CUSIP: 808517817 Class: Mutual Fund
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2023 | 91,121 | $933 | — | — |
| Q3 2023 | 61,640 | $610 | — | — |
| Q2 2023 | 102,879 | $1,053 | — | — |
| Q1 2023 | 109,696 | $1,151 | — | — |