Dynamic Technology Lab’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47,825
| Closed | -$300K | – | 1334 |
|
|
2024
Q4 | $300K | Sell |
47,825
-23,391
| -33% | -$147K | 0.05% | 636 |
|
|
2024
Q3 | $797K | Buy |
+71,216
| New | +$797K | 0.08% | 408 |
|
|
2017
Q2 | – | Sell |
-19,515
| Closed | -$354K | – | 1290 |
|
|
2017
Q1 | $354K | Buy |
+19,515
| New | +$354K | 0.08% | 480 |
|
|
2016
Q4 | – | Sell |
-22,716
| Closed | -$418K | – | 1138 |
|
|
2016
Q3 | $418K | Buy |
+22,716
| New | +$418K | 0.11% | 317 |
|
|
2016
Q2 | – | Sell |
-16,020
| Closed | -$233K | – | 1147 |
|
|
2016
Q1 | $233K | Buy |
+16,020
| New | +$233K | 0.06% | 668 |
|
|
2015
Q4 | – | Sell |
-40,003
| Closed | -$494K | – | 1101 |
|
|
2015
Q3 | $494K | Buy |
+40,003
| New | +$494K | 0.17% | 180 |
|
|
2013
Q3 | – | Sell |
-15,595
| Closed | -$182K | – | 584 |
|
|
2013
Q2 | $182K | Buy |
+15,595
| New | +$182K | 0.19% | 272 |
|