Brinker Capital’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $600K | Buy |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $739K | Buy |
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|
2019
Q3 | $779K | Buy |
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|
2019
Q2 | $761K | Buy |
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|
2019
Q1 | $694K | Buy |
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|
2018
Q4 | $577K | Sell |
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|
2018
Q3 | $779K | Buy |
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|
2018
Q2 | $900K | Sell |
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|
2018
Q1 | $729K | Sell |
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|
2017
Q4 | $640K | Sell |
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|
2017
Q3 | $611K | Sell |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $550K | Buy |
|