Emerald Advisers’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-62,088
| Closed | -$904K | – | 330 |
|
|
2016
Q1 | $904K | Sell |
62,088
-7,193
| -10% | -$105K | 0.04% | 258 |
|
|
2015
Q4 | $1.03M | Sell |
69,281
-2,244
| -3% | -$33.2K | 0.05% | 251 |
|
|
2015
Q3 | $883K | Sell |
71,525
-261
| -0.4% | -$3.22K | 0.05% | 263 |
|
|
2015
Q2 | $841K | Buy |
+71,786
| New | +$841K | 0.04% | 269 |
|