Bollard Group’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-910
| Closed | -$19K | – | 403 |
|
|
2022
Q1 | $19K | Hold |
910
| – | – | ﹤0.01% | 388 |
|
|
2021
Q4 | $18K | Hold |
910
| – | – | ﹤0.01% | 396 |
|
|
2021
Q3 | $19K | Hold |
910
| – | – | ﹤0.01% | 392 |
|
|
2021
Q2 | $27K | Hold |
910
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $29K | Hold |
910
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $28K | Hold |
910
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $17K | Sell |
910
-740
| -45% | -$13.8K | ﹤0.01% | 393 |
|
|
2020
Q2 | $34K | Buy |
+1,650
| New | +$34K | ﹤0.01% | 377 |
|