Fisher Asset Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-38,124
| Closed | -$608K | – | 1014 |
|
|
2024
Q2 | $608K | Hold |
38,124
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $703K | Hold |
38,124
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $746K | Hold |
38,124
| – | – | ﹤0.01% | 729 |
|
|
2023
Q3 | $765K | Hold |
38,124
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $719K | Hold |
38,124
| – | – | ﹤0.01% | 829 |
|
|
2023
Q1 | $713K | Buy |
+38,124
| New | +$713K | ﹤0.01% | 810 |
|