Bessemer Group’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-92
| Closed | -$2K | – | 1975 |
|
|
2021
Q3 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 1608 |
|
|
2019
Q1 | – | Sell |
-248
| Closed | -$6K | – | 1955 |
|
|
2018
Q4 | $6K | Hold |
248
| – | – | ﹤0.01% | 1749 |
|
|
2018
Q3 | $7K | Buy |
+248
| New | +$7K | ﹤0.01% | 1649 |
|
|
2018
Q1 | – | Sell |
-22,300
| Closed | -$510K | – | 1784 |
|
|
2017
Q4 | $510K | Hold |
22,300
| – | – | ﹤0.01% | 800 |
|
|
2017
Q3 | $442K | Sell |
22,300
-1,200
| -5% | -$23.8K | ﹤0.01% | 873 |
|
|
2017
Q2 | $362K | Sell |
23,500
-34,000
| -59% | -$524K | ﹤0.01% | 930 |
|
|
2017
Q1 | $1.04M | Buy |
+57,500
| New | +$1.04M | ﹤0.01% | 692 |
|