ECM
EMC Capital Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,821
| Closed | -$391K | – | 325 |
|
|
2022
Q1 | $391K | Sell |
19,821
-27,937
| -58% | -$551K | 0.28% | 39 |
|
|
2021
Q4 | $943K | Hold |
47,758
| – | – | 0.51% | 51 |
|
|
2021
Q3 | $906K | Buy |
47,758
+8,875
| +23% | +$168K | 0.51% | 53 |
|
|
2021
Q2 | $1.15M | Buy |
38,883
+17,845
| +85% | +$526K | 0.65% | 41 |
|
|
2021
Q1 | $669K | Buy |
+21,038
| New | +$669K | 0.48% | 66 |
|