AIM
Acrospire Investment Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,600
| Closed | -$71K | – | 1235 |
|
|
2017
Q2 | $71K | Sell |
4,600
-5,879
| -56% | -$90.7K | 0.07% | 516 |
|
|
2017
Q1 | $190K | Buy |
10,479
+1,876
| +22% | +$34K | 0.16% | 51 |
|
|
2016
Q4 | $152K | Sell |
8,603
-120
| -1% | -$2.12K | 0.06% | 593 |
|
|
2016
Q3 | $161K | Sell |
8,723
-1,200
| -12% | -$22.1K | 0.11% | 241 |
|
|
2016
Q2 | $148K | Buy |
9,923
+6,521
| +192% | +$97.3K | 0.11% | 201 |
|
|
2016
Q1 | $50K | Buy |
+3,402
| New | +$50K | 0.03% | 955 |
|