IndexIQ Advisors’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $412K | Buy |
+19,865
| New | +$412K | 0.01% | 516 |
|
|
2019
Q1 | – | Sell |
-76,152
| Closed | -$1.88M | – | 673 |
|
|
2018
Q4 | $1.88M | Sell |
76,152
-6,212
| -8% | -$153K | 0.05% | 242 |
|
|
2018
Q3 | $2.45M | Buy |
82,364
+3,111
| +4% | +$92.5K | 0.08% | 243 |
|
|
2018
Q2 | $2.79M | Buy |
79,253
+6,579
| +9% | +$231K | 0.09% | 186 |
|
|
2018
Q1 | $2.01M | Sell |
72,674
-4,994
| -6% | -$138K | 0.06% | 315 |
|
|
2017
Q4 | $1.78M | Buy |
77,668
+29,886
| +63% | +$683K | 0.07% | 178 |
|
|
2017
Q3 | $947K | Buy |
47,782
+21,687
| +83% | +$430K | 0.04% | 264 |
|
|
2017
Q2 | $402K | Buy |
+26,095
| New | +$402K | 0.02% | 414 |
|