AHL Partners’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-25,267
| Closed | -$501K | – | 1363 |
|
|
2017
Q3 | $501K | Buy |
+25,267
| New | +$501K | 0.01% | 1051 |
|
|
2017
Q2 | – | Sell |
-14,976
| Closed | -$272K | – | 1225 |
|
|
2017
Q1 | $272K | Buy |
14,976
+27
| +0.2% | +$490 | 0.01% | 1098 |
|
|
2016
Q4 | $264K | Buy |
+14,949
| New | +$264K | 0.01% | 987 |
|