Janney Montgomery Scott’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,783
| Closed | -$243K | – | 2133 |
|
|
2020
Q2 | $243K | Buy |
+11,783
| New | +$243K | ﹤0.01% | 1742 |
|
|
2020
Q1 | – | Sell |
-14,459
| Closed | -$424K | – | 2079 |
|
|
2019
Q4 | $424K | Buy |
14,459
+1,185
| +9% | +$34.7K | ﹤0.01% | 1512 |
|
|
2019
Q3 | $411K | Buy |
+13,274
| New | +$411K | ﹤0.01% | 1508 |
|