Howe & Rusling’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-147
| Closed | -$2K | – | 928 |
|
|
2022
Q3 | $2K | Hold |
147
| – | – | ﹤0.01% | 909 |
|
|
2022
Q2 | $3K | Sell |
147
-53
| -27% | -$1.08K | ﹤0.01% | 818 |
|
|
2022
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 753 |
|
|
2021
Q3 | $4K | Buy |
200
+74
| +59% | +$1.48K | ﹤0.01% | 728 |
|
|
2021
Q2 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 687 |
|