Denali Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-57
| Closed | -$2K | – | 273 |
|
|
2018
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 231 |
|
|
2018
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 249 |
|
|
2014
Q2 | – | Sell |
-44
| Closed | – | – | 291 |
|
|
2014
Q1 | $0 | Hold |
44
| – | – | ﹤0.01% | 280 |
|
|
2013
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 241 |
|
|
2013
Q3 | $0 | Hold |
44
| – | – | ﹤0.01% | 223 |
|
|
2013
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 184 |
|