General Motors Investment Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,476
| Closed | -$263K | – | 1028 |
|
|
2014
Q4 | $263K | Hold |
20,476
| – | – | 0.02% | 729 |
|
|
2014
Q3 | $231K | Hold |
20,476
| – | – | 0.02% | 775 |
|
|
2014
Q2 | $220K | Buy |
20,476
+4,177
| +26% | +$44.9K | 0.02% | 819 |
|
|
2014
Q1 | $183K | Sell |
16,299
-1,530
| -9% | -$17.2K | 0.02% | 836 |
|
|
2013
Q4 | $227K | Hold |
17,829
| – | – | 0.02% | 797 |
|
|
2013
Q3 | $193K | Hold |
17,829
| – | – | 0.02% | 824 |
|
|
2013
Q2 | $208K | Buy |
+17,829
| New | +$208K | 0.02% | 767 |
|