Gradient Investments’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$935 | – | 1872 |
|
|
2023
Q1 | $935 | Hold |
50
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q4 | $1.08K | Hold |
50
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1133 |
|