Denver Investment Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-17,567
| Closed | -$226K | – | 660 |
|
|
2014
Q4 | $226K | Buy |
17,567
+74
| +0.4% | +$952 | 0.01% | 543 |
|
|
2014
Q3 | $197K | Buy |
17,493
+988
| +6% | +$11.1K | 0.01% | 540 |
|
|
2014
Q2 | $177K | Hold |
16,505
| – | – | 0.01% | 563 |
|
|
2014
Q1 | $185K | Buy |
16,505
+5,650
| +52% | +$63.3K | 0.01% | 562 |
|
|
2013
Q4 | $138 | Hold |
10,855
| – | – | ﹤0.01% | 533 |
|
|
2013
Q3 | $117K | Buy |
+10,855
| New | +$117K | ﹤0.01% | 550 |
|