Advisor Group’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $12K | Hold |
389
| – | – | ﹤0.01% | 4236 |
|
|
2019
Q3 | $12K | Buy |
389
+289
| +289% | +$8.92K | ﹤0.01% | 4242 |
|
|
2019
Q2 | $3K | Sell |
100
-296
| -75% | -$8.88K | ﹤0.01% | 4870 |
|
|
2019
Q1 | $12K | Hold |
396
| – | – | ﹤0.01% | 4272 |
|
|
2018
Q4 | $9K | Sell |
396
-26
| -6% | -$591 | ﹤0.01% | 4257 |
|
|
2018
Q3 | $13K | Sell |
422
-1,185
| -74% | -$36.5K | ﹤0.01% | 4130 |
|
|
2018
Q2 | $56K | Buy |
1,607
+991
| +161% | +$34.5K | ﹤0.01% | 3008 |
|
|
2018
Q1 | $17K | Sell |
616
-21
| -3% | -$580 | ﹤0.01% | 3780 |
|
|
2017
Q4 | $14K | Buy |
637
+141
| +28% | +$3.1K | ﹤0.01% | 3903 |
|
|
2017
Q3 | $10K | Buy |
496
+14
| +3% | +$282 | ﹤0.01% | 3968 |
|
|
2017
Q2 | $7K | Buy |
482
+347
| +257% | +$5.04K | ﹤0.01% | 4105 |
|
|
2017
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 4408 |
|
|
2016
Q4 | $2K | Sell |
135
-94
| -41% | -$1.39K | ﹤0.01% | 4238 |
|
|
2016
Q3 | $4K | Sell |
229
-68
| -23% | -$1.19K | ﹤0.01% | 4002 |
|
|
2016
Q2 | $4K | Buy |
+297
| New | +$4K | ﹤0.01% | 3883 |
|