EverSource Wealth Advisors’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41K | Buy |
1,053
+725
| +221% | +$5.1K | ﹤0.01% | 2974 |
|
|
2025
Q1 | $1.51K | Sell |
328
-864
| -72% | -$3.97K | ﹤0.01% | 3064 |
|
|
2024
Q4 | $7.47K | Buy |
+1,192
| New | +$7.47K | ﹤0.01% | 2152 |
|
|
2024
Q2 | – | Sell |
-104
| Closed | -$1.56K | – | 3142 |
|
|
2024
Q1 | $1.56K | Buy |
+104
| New | +$1.56K | ﹤0.01% | 2455 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$2K | – | 1837 |
|
|
2021
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 1623 |
|