Engineers Gate Manager’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
70,382
-6,574
| -9% | -$46.3K | 0.01% | 1486 |
|
|
2025
Q1 | $353K | Buy |
76,956
+2,536
| +3% | +$11.6K | 0.01% | 1614 |
|
|
2024
Q4 | $467K | Buy |
74,420
+57,708
| +345% | +$362K | 0.01% | 1478 |
|
|
2024
Q3 | $187K | Buy |
+16,712
| New | +$187K | ﹤0.01% | 1818 |
|
|
2023
Q1 | – | Sell |
-19,686
| Closed | -$424K | – | 1981 |
|
|
2022
Q4 | $424K | Buy |
+19,686
| New | +$424K | 0.03% | 998 |
|
|
2022
Q2 | – | Sell |
-20,843
| Closed | -$433K | – | 2244 |
|
|
2022
Q1 | $433K | Sell |
20,843
-7,303
| -26% | -$152K | 0.02% | 1149 |
|
|
2021
Q4 | $556K | Sell |
28,146
-6,798
| -19% | -$134K | 0.03% | 984 |
|
|
2021
Q3 | $713K | Buy |
34,944
+25,713
| +279% | +$525K | 0.04% | 679 |
|
|
2021
Q2 | $272K | Buy |
9,231
+1,161
| +14% | +$34.2K | 0.02% | 1198 |
|
|
2021
Q1 | $257K | Sell |
8,070
-566
| -7% | -$18K | 0.01% | 1422 |
|
|
2020
Q4 | $261K | Sell |
8,636
-29,222
| -77% | -$883K | 0.01% | 1381 |
|
|
2020
Q3 | $695K | Buy |
+37,858
| New | +$695K | 0.03% | 816 |
|
|
2020
Q2 | – | Sell |
-31,623
| Closed | -$530K | – | 1961 |
|
|
2020
Q1 | $530K | Buy |
+31,623
| New | +$530K | 0.04% | 733 |
|
|
2019
Q3 | – | Sell |
-17,108
| Closed | -$540K | – | 1593 |
|
|
2019
Q2 | $540K | Sell |
17,108
-15,875
| -48% | -$501K | 0.03% | 694 |
|
|
2019
Q1 | $952K | Buy |
+32,983
| New | +$952K | 0.06% | 457 |
|
|
2018
Q4 | – | Sell |
-34,960
| Closed | -$1.04M | – | 1109 |
|
|
2018
Q3 | $1.04M | Sell |
34,960
-10,422
| -23% | -$310K | 0.08% | 340 |
|
|
2018
Q2 | $1.6M | Buy |
45,382
+18,910
| +71% | +$665K | 0.12% | 262 |
|
|
2018
Q1 | $731K | Buy |
+26,472
| New | +$731K | 0.05% | 521 |
|