Aigen Investment Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,965
| Closed | -$205K | – | 646 |
|
|
2021
Q2 | $205K | Sell |
6,965
-590
| -8% | -$17.4K | 0.04% | 398 |
|
|
2021
Q1 | $240K | Sell |
7,555
-3,812
| -34% | -$121K | 0.03% | 484 |
|
|
2020
Q4 | $344K | Sell |
11,367
-13,097
| -54% | -$396K | 0.04% | 517 |
|
|
2020
Q3 | $449K | Sell |
24,464
-10,490
| -30% | -$193K | 0.06% | 428 |
|
|
2020
Q2 | $722K | Buy |
34,954
+26,960
| +337% | +$557K | 0.09% | 348 |
|
|
2020
Q1 | $134K | Sell |
7,994
-8,544
| -52% | -$143K | 0.02% | 812 |
|
|
2019
Q4 | $485K | Buy |
+16,538
| New | +$485K | 0.08% | 321 |
|