Forest Hill Capital’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 |
-30,000
| Closed | -$880K | – | 48 |
|
|
2019
Q4 | $880K | Sell |
30,000
-35,000
| -54% | -$1.03M | 0.29% | 41 |
|
|
2019
Q3 | $2.01M | Hold |
65,000
| – | – | 0.71% | 39 |
|
|
2019
Q2 | $2.05M | Sell |
65,000
-15,000
| -19% | -$473K | 0.72% | 39 |
|
|
2019
Q1 | $2.31M | Hold |
80,000
| – | – | 0.71% | 44 |
|
|
2018
Q4 | $1.97M | Buy |
80,000
+20,000
| +33% | +$493K | 0.62% | 46 |
|
|
2018
Q3 | $1.78M | Buy |
+60,000
| New | +$1.78M | 0.39% | 44 |
|