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Aquatic Capital Management’s Stoneridge SRI Stock Holding History

Aquatic Capital Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,900
Closed -$54.8K – 1596
2024
Q3 		$54.8K Buy
+4,900
New +$69.9K ﹤0.01% 990
2024
Q1 		– Sell
-300
Closed -$6K – 1614
2023
Q4 		$6K Sell
300
-200
-40% -$3.47K ﹤0.01% 1276
2023
Q3 		$10K Sell
500
-200
-29% -$4.06K ﹤0.01% 1132
2023
Q2 		$13K Sell
700
-1,000
-59% -$17.5K ﹤0.01% 1177
2023
Q1 		$32K Buy
1,700
+1,500
+750% +$32.2K ﹤0.01% 972
2022
Q4 		$4K Buy
+200
New +$4.28K ﹤0.01% 1272
2022
Q3 		– Sell
-400
Closed -$7K – 1527
2022
Q2 		$7K Buy
+400
New +$7.6K ﹤0.01% 1017
2022
Q1 		– Sell
-3,000
Closed -$59K – 1496
2021
Q4 		$59K Buy
+3,000
New +$63.4K 0.11% 266

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