Financial Gravity Asset Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-54
| Closed | -$29K | – | 1365 |
|
|
2019
Q4 | $29K | Buy |
54
+3
| +6% | +$1.61K | 0.02% | 880 |
|
|
2019
Q3 | $2K | Sell |
51
-1
| -2% | -$39 | ﹤0.01% | 923 |
|
|
2019
Q2 | $2K | Buy |
52
+6
| +13% | +$231 | ﹤0.01% | 943 |
|
|
2019
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1183 |
|
|
2018
Q3 | $1K | Buy |
54
+21
| +64% | +$389 | ﹤0.01% | 1245 |
|
|
2018
Q2 | $1K | Sell |
33
-10
| -23% | -$303 | ﹤0.01% | 1273 |
|
|
2018
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1256 |
|