Aperio Group’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $326K | Sell |
|
|||||
|
2020
Q3 | $209K | Sell |
|
|||||
|
2020
Q2 | $292K | Buy |
|
|||||
|
2020
Q1 | $181K | Buy |
|
|||||
|
2019
Q4 | $233K | Sell |
|
|||||
|
2019
Q3 | $261K | Sell |
|
|||||
|
2019
Q2 | $273K | Sell |
|
|||||
|
2019
Q1 | $253K | Sell |
|
|||||
|
2018
Q4 | $229K | Buy |
|
|||||
|
2018
Q3 | $272K | Sell |
|
|||||
|
2018
Q2 | $373K | Sell |
|
|||||
|
2018
Q1 | $300K | Buy |
|
|||||
|
2017
Q4 | $242K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $216K | Buy |
|
|||||
|
2016
Q3 | $216K | Sell |
|
|||||
|
2016
Q2 | $177K | Sell |
|
|||||
|
2016
Q1 | $200K | Buy |
|
|||||
|
2015
Q4 | $187K | Hold |
|
|||||
|
2015
Q3 | $156K | Buy |
|